From Revenue, click Gift Aid settings under Configuration. The Gift Aid Settings page appears.
2.
Select the Gift Aid Disqualification Rules tab.
3.
Beside Gift Aid global disqualification rules, click Add. The Add a global disqualification rule screen appears.
4.
In the Based on field, select a payment characteristic for disqualification, such as Payment method.
Payment method and Revenue category are not site-specific and apply to the organisation as a whole. Campaigns, Designations, Appeals, Events, and Memberships can be site-specific. For more information about site-specific disqualification rules, refer to Add Site-Based Disqualification Rule.
5.
Select an entry related to the criteria in the Based on field. For example, if you select “Payment method” in the Based on field, the Payment method field appears so you can select the type of payment method to disqualify. When you select a payment method of “Credit card,” the Credit card type field appears so you can select the type of credit card transactions to disqualify.
6.
Click Save. You return to the Gift Aid Disqualification Rules tab. Your rules and criteria appear in the Gift Aid global disqualification rules grid.