| 1. | From Revenue, click Paperless mandates under Configuration. The Paperless Mandates page appears. |
| 2. | Next to Default configuration, click Edit. The Paperless mandates configuration screen appears. |
| 3. | Select whether to use paperless mandates to process direct debit transactions for your organisation. |
Note: To send paper mandates by default, do not select Use paperless mandates. If you do not select this checkbox, you can still enter information about direct debit instructions (DDI) for pledges or recurring gifts.
If you select Use paperless mandates, enter the number of days that must elapse after the advance notice letter has been sent to the constituent before you can collect on the transaction.
The advance notice letter informs the constituent that a payment will be debited from their bank account. The letter must include the instalment or payment schedule, the amount to be debited, your organisation’s name, account information, and the due date of the first instalment or payment. According to BACS, your organisation must send the advance notice letter to the constituent 10 to 14 days before the due date of the first instalment or payment.
| 4. | Click Save. You return to the Paperless Mandates page. |