> For the complete documentation index, see [llms.txt](https://solutions.fundraisingbox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://solutions.fundraisingbox.com/platform-solutions-integrations/salesforce-nonprofit-cloud-npc/business-processes/initiate-and-manage-wikando-direct-debits.md). # Initiate and Manage Wikando Direct Debits {% hint style="info" %} To activate 'Wikando Direct Debit' for your organization's FundraisingBox, please refer to [this article.](https://wikando.freshdesk.com/de/support/solutions/articles/79000127338) {% endhint %} ### **Prepare Required Bank Details** To initiate a 'Wikando Direct Debit' donation or recurring donation, a valid Payment Instrument containing the bank details must be created. The Payment Instrument can either be created during the creation of the Gift Transaction or Gift Commitment, or it can be created separately. To use the Payment Instrument for a 'Wikando Direct Debit', the following information must be provided: * The account to which the donation or recurring donation will be assigned (the same account must be selected when creating the Gift Transaction or Gift Commitment) * The account holder name of the bank account used * The bank account number (IBAN) * Selection of the Payment Instrument type 'Wikando Direct Debit' ### **Initiate a Wikando Direct Debit Donation** To initiate a 'Wikando Direct Debit' one-time donation via Salesforce, a new Gift Transaction must be created with the following information: * Create or select a Payment Instrument of type 'Wikando Direct Debit' * Select the same account linked to the Payment Instrument for the Gift Transaction * Select Payment Method 'Wikando Direct Debit' * Set Gift Transaction Status to 'Unpaid' * Enter the donation amount After saving, a SEPA mandate is created and the direct debit is submitted to the bank overnight. Once the payment is received, the 'Transaction Completion Date' is updated and the 'Gift Transaction Status' is changed to 'Paid.' ### **Initiate a Wikando Direct Debit Recurring Donation** To initiate a 'Wikando Direct Debit' recurring donation via Salesforce, a new Gift Commitment and Gift Commitment Schedule must be created with the following information: **For the Gift Commitment:** * Select the same account that is or will be linked to the required Payment Instrument * Set the Status to 'Active' **For the Gift Commitment Schedule:** * Create via the 'Manage Wikando Direct Debit Schedules' action button within the Gift Commitment created above * Create or select a Payment Instrument linked to the same account as the Gift Commitment * Select Payment Method 'Wikando Direct Debit' * Choose a valid Gift Transaction Period and Interval (Monthly/1, Monthly/3, Monthly/6, or Yearly/1) * Enter the donation amount * Set the 'Effective Start Date' and 'Transaction Day' accordingly, if the payment should be processed in the future rather than immediately * If applicable, select a valid SEPA mandate or leave the field empty After saving, the SEPA mandate (if not selected before) is created and the recurring direct debit is submitted to the bank overnight. ### Update Bank Details of a 'Wikando Direct Debit' Recurring Donation To change the bank details of a 'Wikando Direct Debit' recurring donation, use the action button "Manage Wikando Direct Debit Schedules" to create a new Gift Commitment Schedule, and select the required Payment Instrument for it. ### Switch Existing Recurring Donation to Automated Wikando Direct Debit {% hint style="info" %} Existing recurring donations from a different payment provider can be easily switched to automated processing via 'Wikando Direct Debit'. {% endhint %} To do so, a new Gift Commitment with a Gift Commitment Schedule containing the same information as the original recurring donation must be created, using 'Wikando Direct Debit' as the payment method. The process follows the same steps as initiating a new 'Wikando Direct Debit' recurring donation (see [Initiate a Wikando Direct Debit Recurring Donation](#initiate-a-wikando-direct-debit-recurring-donation)). If a SEPA mandate already exists for the original recurring donation and should continue to be used, its details, especially the Mandate reference number and signature date must be transferred to a newly created FundraisingBox SEPA mandate object or an existing FundraisingBox SEPA mandate, containing this information must be selected. If no SEPA mandate exists, one will be automatically created when the 'Wikando Direct Debit' recurring donation is initiated. Once saved, the processing of the recurring donation will continue seamlessly. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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