Balancing, Queuing, and Posting Self-Service Gift Sessions

After you have a complete credit card session, as with any other type of session, you must balance it, queue it for posting, and post it to the general ledger. When you use the Maintain Sessions page to balance a session, you can see whether the session was created as a result of online giving or online pledging; the check box is selected for self-service sessions.

When you use the Queue Sessions page to queue a session for posting, you can filter the page to show only self-service sessions. To do so, select the Self Service Session check box.