Direct Debits with no Relationship

It would be nice to have the ability to process direct debit gifts without having to establish a financial institution relationship with constituents. Currently, there is no way to do this in RE. Even if a gift is added via webview, a financial institution relationship with the constituent will appear in database. Among other things, this makes for a lot of clean up time in removing old financial relationships for ended gifts.

  • Hope Evans
  • Apr 18 2024
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