07. Campaigns → IG & DM

Managing Direct Debits

Understanding how you can upgrade your direct debit, how you can re-send the lodgement file and instruction to the bank, offering donors a payment holiday with the pause function, deleting RPI records, how to cancel the direct debit and understanding the cancellation process and finishing with sending a document to a constituent within an RPI record.
  • Upgrade RPI
  • Re Lodge RPIs
  • Pausing RPIs
  • Deleting RPI records
  • Cancel RPIs
  • Send RPI Document
Completion rules
  • All units must be completed