• Importing & Reconciling Standing Order Files

    If your bank can provide you with a file of Standing Order payments in a format known as BACS Standard 18 - example shown below - you can match them to Recurring Payment Instructions in Donorfy as follows. If you cannot get a file in this format s...

    Ben Brett
  • Importing CAF Payment Files

    If this is the first time you have imported a CAF file you should go into Settings (see this) search for Payment Methods and add a new payment method called 'CAF' Each time you download a file from CAF you will need to open it in Excel and add th...

    Ben Brett