Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.

Note: The following steps relate to processes in The Raiser's Edge and are not intended to replace or influence your in-house administrative process when dealing with Direct Debits.


1.  In Configuration, click General.


2.  Mark the Paperless Mandates Used checkbox and enter the appropriate value in the No. of advance notice days field.


3.  Ensure a sponsoring bank is set up.
 

4.  On pledges or recurring gifts with the Payment Method of Direct Debit, click Details and enter the gift date of the pledge or recurring gift in the fields below:
 


New Instruction Sent Date

Adv Notice Sent Date

DDI Source and DDI Source Date


OR


Globally copy the gift date to fields listed above:

1.    Create a gift query.
2.    On the Criteria tab, select Gift Information, Pay Method equals Direct Debit.
3.    Save and close the query.
4.    In Administration, click Globally Change Records.
5.    In the Gift category, highlight Gift and click New Change.
6.    On the Global Change - Gift screen, click Include, Select Gifts and search for and select the query created in steps 1 to 3.
7.    In the Available Fields list, Select Gifts, Date.
8.    On the Edit Change Parameters screen in the Operation drop-down, select Copy.
9.    In the Copy to field, click the binoculars.
10. On the Copy Date screen, select Date New Instruction Sent.
11. Click OK twice to return to the Global Change - Gift screen.
12. Click Change Now.
13. Repeat steps 4 to 12 for the Date Advance Notice Sent field



The Copy function will give an error if used on the DDI Source Date so this has to be done via export / import, see below:

  • Create a gift query to include records to be changed
  • Create a gift export to include Gift Import ID, Gift Date and Constituent ID
  • Export to Excel
  • Change headers so Gift Date becomes DDI Source Date and add a new column for DDI Source and add relevant value (e.g. DDI Form). The Gift Import Id and Constituent ID can remain as they are
  • Save as a CSV file
  • Import Gifts and select Update Existing Records


5.  If your Sponsoring Bank/BACS requests that you send Setup Instructions for the existing Direct Debits that are moving to the Paperless process, follow these steps:
 

  • In Administration, click Globally Change Records.
  • In the Gift category, highlight Gift and click New Change.
  • On the Global Change - Gift screen, click Include, Selected Gifts to search for and select the query created in the steps above.
  • Under Available Fields, select Send Instruction.
  • On the Edit Change Parameters screen in the Operation drop-down, select Add.
  • In the Add drop-down, select Checked.
  • Mark the Overwrite existing value checkbox.
  • Click OK.
  • Under Available Fields, select Instruction Type to Send.
  • On the Edit Change Parameters screen in the Operation drop-down, select Add.
  • In the Add drop-down, select Set-Up.
  • Mark the Overwrite existing value checkbox.
  • Click OK.
  • Select all other appropriate options and click Change Now.
  • Send instructions to BACS.



6. Refer to How to process paperless Direct Debits (BB76418) when you are ready to process the direct debits