- Select Direct Debit or Credit Card in the Payment method field
- In the Status field, select Active if the gift is a pledge or recurring gift
- Mark the EFT? checkbox
- Click the Prenotify button
- Mark the Send prenotification checkbox and specify the number of days to prenotify the bank of the transactions. The prenotification must be sent at least ten days prior to the live transaction of funds from the donor's account.
Note: Prenotifications are only available for recurring gifts and pledges.
Once you automatically generate payments for the pledges and recurring gifts in the database, you can view gifts in the batch that need a prenotification sent to the bank. Remember that prenotifications do not appear in the batch.
Prenotifications are processed using a transmission file. In the transmission file, you can include prenotifications for pledges or recurring gifts and requests for live transactions as long as the prenotifications and requests for live transactions are for different pledges or recurring gifts. You cannot process a prenotification and a live transaction for the same gift in the transmission file. If a prenotification and a live transaction are included in a batch for the same pledge or recurring gift, the screen appears when you create a transmission file:
- From the screen, select whether to process the prenotification or the live transaction for the gift
- Mark either the Remove live or Remove prenote checkbox and click Remove Now
Once you decide what to include in the transmission file, you can now send the transmission file to the sponsoring bank via floppy disk or email attachment. You and your bank should decide the best way to communicate this information. If, in the transmission file, you include requests for live transactions, The Raiser's Edge detects if rejection codes are entered for the pledge and recurring gift payments you are including in the transmission file. The Raiser's Edge will include in the transmission file only pledge or recurring gift payments from the batch with a blank Rejection code field.
The sponsoring bank then sends the transmission file back to you. If you included requests for live transactions in your transmission file, you can now commit those transaction payments to the database. If you sent prenotifications in the transmission file, and there are gift payments that do not have valid account numbers, you can open the batch and add any information you want in the Rejection code field of a batch to specify that a gift has been rejected. As long as the Rejection code field for a gift has an entry, The Raiser’s Edge will not commit that gift to the database.
NOTE: If IATS is your processor, please note that they do not send prenotifications for direct debit transactions from donors’ bank accounts.