When uploading new customers to Access PaySuite DDCMS, you may need to apply Gift Aid preferences to each customer. This applies when you're collecting donations or you're a charity organisation.
To add the Gift Aid preference to the upload file, you need to add either TRUE or FALSE to the Gift Aid column.
TRUE = The customer has opted-in to Gift Aid.
FALSE = The customer has opted-out for Gift Aid.
If you use the schedule tab to add your new customers and you wish to have an option to select Gift Aid, please contact our Access Digital Assistant for support. If the assistant can't resolve your query, you're connected to a support agent for further investigation.
You can also add the Gift Aid options to existing customers within Access PaySuite DDCMS by creating a template within the File Upload including the Direct Debit reference identifier and the Gift Aid option.
When reporting on Gift Aid, you can add this as a field with a custom report. TRUE for does wish to have Gift Aid and FALSE If you don't wish to obtain Gift Aid.