When uploading new customers to Access PaySuite, you may need to apply Gift Aid preferences to each customer. This applies when you're collecting donations or you're a charity organisation.
Direct Debit Contracts with Gift Aid
To view whether Gift Aid was selected for a Direct Debit contract:
Click the Direct Debits tab on the left hand side.
From the Quick Actions Tab, select Manage Schedule.
Choose a customer from the drop-down list.
Choose a contract from the drop-down list.
In the Payment Schedule Details, the Gift Aid option will reflect as Yes/No.
Gift Aid Status
To enable Gift Aid on a contract:
Click the Direct Debits tab on the left hand side.
Scroll down to the Quick Actions panel.
From the Quick Actions panel, select Manage Schedule.
Click Choose a customer and search by name, email address or reference.
Click Choose a contract and select the active contract you want to amend.
Under Choose an Action, select Gift Aid.
You can also configure and download a Gift Aid Report.