Confirm whether a customer has selected Gift Aid on their Direct Debit contract in Access PaySuite DDCMS and view Gift Aid information using the Gift Aid Report. This can help when validating Gift Aid declarations, confirming Gift Aid status, and investigating customer queries.
đNote: Gift Aid must be enabled in Access PaySuite DDCMS for the Gift Aid status to be displayed.
View the Gift Aid Status
From the green bar, select the CUSTOMERS tab.
Enter relevant search information to locate your customer.
Click Search.
Under the Actions column, click the eye button to view the customer.
Click the customer's CONTRACTS tab.
On the contract row under Actions, click the double green cog icon.
From the dropdown, click View/Amend Schedule Versions.
Review the Gift Aid Status field, where a tick indicates that Gift Aid has been selected and a cross indicates that Gift Aid has not been selected.
Check Gift Aid using the Gift Aid Report
The Gift Aid Report allows you to identify customers who opted into Gift Aid when completing an online sign-up form in Access PaySuite DDCMS.
Once a payer has had a successful collection, they will appear in the report along with the amount that has been Gift Aided. This makes the report useful for reviewing Gift Aid declarations, monitoring Gift Aid activity, validating customer records, and supporting Gift Aid reconciliation processes.
To view the report and identify customers who have selected Gift Aid, follow the steps below:
Select the REPORTS tab, then select Giftaid.
Enter any relevant search criteria, such as a client, date range, or Gift Aid status.
Click Search to display the report results.
Review the returned records and Gift Aided amounts.
Select Export CSV to download the report for further review or record keeping.