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BBIS batches that include Direct Debit Regular Gifts which are paperless have DDi Source and DDI source date disabled. This prevents the users from entering Paperless instruction data after batch committal.
When a donor makes an online regular gift and selects Direct Debit as the payment method they can add a new Financial Institution on the payment 2.0 part. This is added to ECRM with only the Financial Institution Name, Branch name and Sort Code.
Users open the recurring gift and need to update the Payment Information to enter the relevant PDD required fields, HOWEVER, these fields are NOT displayed on the Recurring Gift Payment Details Edit Form 3 form UNLESS the Financial Institution added by BBIS/Batch commit has the City field populated, which bears no relation to any PDD requirement. Once the FI has the City the Recurring Gift Payment Details Edit Form 3 includes the specific PDD fields:
DDI source date
Advance notice sent
New instruction sent
Cancel instruction sent
Set-up instruction sent