Direct debits PLUS

Staff users must review transactions in iMIS to find any payment failures. The Staff user must then administer to those transactions and determine why they were unsuccessful.

Managing an existing Canadian or US direct debit

For the Staff user to review Canadian and US direct debits the Staff user can review under Membership or Fundraising > Automatic payments > Review payments. The Result column will show if the payment was successful or failed.

From the OpenEdge website, a Staff user can review transactions. Go to Transaction Finder and then select the appropriate terminal accounts to review transactions.

Click Search to see all the transaction's from today or enter a Date & Time for specific transactions.

Because recurring transactions processed through the ASI-hosted tokenization engine are tokenized, the Staff user must run the Recurring Donation Payment Details query to find a list of recurring transactions and their corresponding Invoice numbers. The Invoice number will enable the Staff user to find the iMIS transaction and act on the exception.

1. Go to RiSE > Intelligent Query Architect. The Recurring Donation Payment Details query can be found under $/Fundraising/DefaultSystem/Queries/AutoPay/Recurring Donation Payment Details.

Staff users can search for recurring donation details by date.

2. Click the donor’s name to open the Recurring Donation Instruction Details window.
3. Staff users can edit the recurring donation instruction as necessary.

Donors in Australia and New Zealand can make recurring donations using direct debits (also known as Direct Entries) and SecurePay or iMIS Pay with the assistance of an organization Staff user.

A donor must contact an organization to which they want to donate. The donor will fill out an organization’s Direct Debit Request authority form. A Staff user from that organization must then log on to the organization’s Donation page and submit a recurring donation for the donor. The Staff user uses On behalf of to make the donation for the donor.

The Staff user must enter the following information on behalf of the donor:

• BSB Number — This is the Bank State Branch number. This number identifies the specific branch of a bank and includes the bank code (2 numeric digits) and branch code (4 numeric digits). A valid BSB number is 6 digits total and cannot include dashes or whitespace.
• Account Number — This is the bank account number identifying the account from which the recurring donation will be made. A valid Account number is either 9 (most common) or 10 numeric digits.
• Has DDR — The Staff user must select this checkbox to show they have received a Direct Debit Request authority form from the donor, indicating that they wish to make the recurring donation.

For example, if the user's Account number is 0003869-00, then they will enter 000386900.