Gift Aid - Selecting Payment Types

Not all payment types are included within Gift Aid. You can manage which payment types are going to be included in Gift Aid. 

To select the payment types, click on the "+" sign, and then navigate to Causeview Settings. 

Within Causeview Settings, navigate to the Gift Aid tab. Here you can select which payment types what will be eligible for Gift Aid. Press Update once you're done. 

You can then update historical payments to reflect these new payment types being included in the Gift Aid Claim.  You have two main options: 

• Update Historical Payments Now 
• Schedule Job to Update Historical Payments

If you use the second option, you can set the date and time you would like the job to run.