You can be notified of a constituent's intent on cancelling the RPI in two ways:
Via the bank trough your EFT software.
Via the customer itself.
The cancellation will need to be done manually regardless of how you have been notified.
Cancel an RPI Manually
To cancel the RPI in the system:
Open the constituent’s Timeline.
Locate the relevant Recurring Payment Instruction (RPI) and open it.
Click the Manage button.
Select Cancel.
Choose the Reason from the dropdown list (these are set up in Settings).
Select the Date of cancellation.
Click Save.
What happens next:
If the collection method has a default status of To Be Lodged, the RPI status changes to Cancellation Pending so it can be included in a cancellation file.
If the collection method does not require lodging, the RPI status changes to Cancelled.
Both Cancellation Pending and Cancelled mean no future collections will be attempted.
Create a Cancellation File for EFT
If you use EFT software and need to send a cancellation file:
Ensure the cancellation file details are set up in Settings.
Go to EFT and click the Create Cancellation Files tab.
Select the Collection Method (for example, Direct Debits via your BACS software).
Click Create Cancellation File.
The system will:
Prepare a CSV file of all RPIs with status Cancellation Pending, and show it in Available Downloads.
Change the status of those RPIs from Cancellation Pending to Cancelled.
Cancel RPIs in Bulk Using the File Updater
You can also cancel multiple RPIs at once using the File Updater.
You will need the following fields:
RPI Number – The RPI being cancelled.
RPI Status – Set this to Cancel.
Cancel Reason – One of the cancellation reasons set up in Settings. If needed, add a new reason first.
End Date – The date you want to record as the cancellation date.
The details should be added to the template: RPI Update - cancels.xlsx
📌Note:
Only 1000 rows (including the field headers) can be present on one file being uploaded.
This type of file can not be undone, so all data should be thoroughly checked prior to adding to the File Uploader in Donorfy.