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Manage Failed EFT Payments

Create and schedule automated reports to identify and track EFT payment failures in Bloomerang CRM.

It takes 2-6 business days before an EFT payment failure appears in Bloomerang CRM, so scheduling a daily or weekly report to capture these failures can help you identify them quickly. You can then reprocess the payment after the underlying issue is resolved.

Reasons for EFT Failures

EFT payments most commonly fail due to:

  • Incorrect or incomplete account or routing details

  • Insufficient funds

  • Closed accounts

  • Account restrictions with the donor’s bank

Schedule a Report to Identify EFT Failures

To report on failed EFT transactions:

  1. Select Reports.

  2. Create a transaction report.

  3. In the Include section, click Add Filter.

  4. Search for and select EFT Processing Status

  5. Select Failed.

  6. Press OK.

  7. In the Include section, search for and select Date.

  8. (Optional) Select Last Week and change the time period.

  9. Press OK.

  10. (Optional) To filter for specific transaction types with EFT failures:

    1. In the Include section, select And.

    2. Search for and select Type.

    3. Press OK.

  11. Schedule your report for your desired frequency.

Reprocess Failed EFT Payments

Before reprocessing an EFT payment, confirm the account and routing numbers with the donor.

How to reprocess the payment depends on the payment type. You can reprocess failed one-time donations by creating a new one-time donation.

To reprocess a failed recurring donation payment:

  1. Inside the recurring donation schedule, click Save And.

  2. Click Reprocess Failed Payment.

To reprocess a failed membership payment:

  1. Inside the membership payment, click Action.

  2. Select New Payment.

After the new payment is processed, it appears on the donor timeline.

Related

Create Reports

Schedule Reports

Resolve Credit Card Payment Failures

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