Can you enter an EFT payment in Luminate?

Ashley Pruett

Hi, we are trying to streamline some processes as we plan for our migration and until we are fully in BBMS with EFT functioning. Does anyone know, can we manually on the constituent side enter EFT information for a sustaining donor? When entering a new record, I see many input options for the data. We can definitely enter start date for gifts, as well as last four of a card number, but I don't see where we can internally add credit cards or EFT payments. Maybe I am missing something?

Lisa Slawinski

Ashley Pruett:

Hi, we are trying to streamline some processes as we plan for our migration and until we are fully in BBMS with EFT functioning. Does anyone know, can we manually on the constituent side enter EFT information for a sustaining donor? When entering a new record, I see many input options for the data. We can definitely enter start date for gifts, as well as last four of a card number, but I don't see where we can internally add credit cards or EFT payments. Maybe I am missing something?

 

Hi Ashley,


Per security regulations, Luminate does not hold the credit card information, that's why BBMS exists (since it's the processing arm of this lovely process we call our donation world).   Think of Luminate as a vehicle to hold contact, interest and donor information but not payment info.


Make sense?


Lisa

Ashley Pruett

Thank you for responding. We are trying to get away from the very arduous process we are currently dealing with in getting the info into EFT corp. Could we do this another way if we don't have RE yet? We will eventually, but for now we are in TA with Sage processing, and Luminate with BBMS processing. We'd love to get them into BBMS internally somehow. Is there any way?

Lisa Slawinski

Ashley Pruett:

Thank you for responding. We are trying to get away from the very arduous process we are currently dealing with in getting the info into EFT corp. Could we do this another way if we don't have RE yet? We will eventually, but for now we are in TA with Sage processing, and Luminate with BBMS processing. We'd love to get them into BBMS internally somehow. Is there any way?

In BBMS you can enter credit card info manually through the Virtual Terminal but I'm unsure (as we haven't had to do it that way yet), whether or not you can mark the gift as recurring (my thinking is no as BBMS is set up to, again, process the cards, and not keep much other data).  Have you tried chatting with BBMS support?  They usually are pretty responsive and answer questions quickly.

Ashley Pruett

Thanks, Lisa! Very helpful.

 

 

Ashley Pruett
Database Migration Project
Manager

260 14th Street
N.W.

Atlanta, GA 30318

phone: 404-685-2544

e-mail: apruett@GPB.org

website: www.gpb.org