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.
Scroll down to the Quick Actions panel.
From the Quick Actions panel, select Manage Schedule.
Under Find customer or contract, search by name, email address, or reference.
Select the relevant customer or contract from the results list.
If you select a customer, click Choose a contract and select the correct contract.
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.
Under Find customer or contract, search by name, email address, or reference.
Select the relevant customer or contract from the results list.
If you select a customer, click Choose a contract and select the correct contract.
Under Choose an Action, select Gift Aid.
You can also configure and download a Gift Aid Report.