Electronic Fund Transfer (EFT)
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Handle Your Own EFT Using DonorfyThis article explains how Donorfy supports organisations that run their own EFT processes, including lodging instructions, collecting payments, and managing batch transactions.
Export New RPIs for Lodgement with Your EFT InstitutionLearn how to prepare and export lodgement files for new recurring payments (RPIs) when your EFT collection method requires instructions to be submitted to the supporter’s bank.
Collect and Reconcile Money Paid by EFTLearn how to create EFT batches, generate output files, reconcile expected payments, and post or delete batches in Donorfy.
Reconcile Bank Statements to an EFT BatchLearn how to upload bank statement data, match transactions to an EFT batch, correct mismatches, and finalise your reconciliation.