DDCMS

Identifying customers that have selected Gift Aid.

Gift Aid Report

Downloading a report to view all customers account details and contact details.

Customer List Report

Download a report of cancelled and rejected Direct Debits with customer contact details and Bacs status.

Direct Debit Cancellations and Rejections Report

Download a report consolidating payment data across all transaction states, combining the Payments Received and Uncollected Payments.

Transaction Summary Report

A Future Payments Due report lists upcoming Direct Debit payments with their due dates and amounts.

Future Payments Due Report

A Payment Schedule – Notice Given report lists contracts where a future cancellation notice has been applied.

Payment Schedule – Notice Given Report

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Configure and download reports based on your data.

Create Reports

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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