Your organisation must send an instruction record to notify BACS when a donor wants to donate through direct debit or to cancel a DDI. To generate a transmission file to send instruction records electronically as paperless mandates, you must create a paperless mandate instruction process.
Because the default financial account to include in a paperless mandate instruction process for the Account type field on the Add financial account form is set to “Checking,” you should leave this set to the default. For information about creating constituent financial accounts, refer to Accounts.