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recurring gifts
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DIRECT DEBIT
We are currently taking steps to start using paperless Direct Debits. I wanted to get an idea of how other charities have dealt with the change over from standing orders to direct debit. How you set DD up on The Raisers Edge? Are all DD set up as a recurring gift? How you dealt with the monthly imports...
Posted to
Forum
by
Ayse Hassan
on 07-15-2009
Re: Importing Gift Amendments
Hi Jenny, There was another post regarding importing gift amendments today and I apologize if you have already seen this information but in case you did not see that reply, I have included my response below. If you are importing an amendment to a recurring gift, you will need a column in your data file...
Posted to
Forum
by
Naomi Harding
on 05-14-2009
Re: Importing Gift Amendments
Hi Jenny, I actually saw another post on this same topic today. I apologize if you have already reviewed that response but just in case you haven't seen it, I have included it below. If you are importing an amendment to a recurring gift, you will need a column in your data file for the Amendment...
Posted to
Forum
by
Naomi Harding
on 05-14-2009
Re: Exception Report says record to update is for another constituent as a reason in the RGALink
Hi Emmy, If you are importing an amendment to a recurring gift, you will need a column in your data file for the Amendment Import ID but it does not have to be populated. If you would like to do a test import into your Sample Database, you can type the following values into a csv file and run a Gift...
Posted to
Forum
by
Naomi Harding
on 05-14-2009
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