• When generating a batch of payments, any direct debit Pledge or Recurring Gift with the Send Instruction option marked on the Details screen of the gift is automatically included.
    • Determine if instructions are included in a direct debit batch.
    • To include instructions only in the transaction set/transmission file, mark the Generate Instructions Only checkbox on the Automatically generate transactions/payments option screen. This checkbox is located immediately below the Include these payment types option.


    Note: This option is grayed out if the Paperless Mandate options have not been setup in Configuration, General:

    Paperless Mandates Used

    No of advanced notice days