First things first – we are an approved BACS bureau, so no worries on that front.
Secondly, have to tell you that if you want to use our direct debit services you have to be in possession of your own Service User Number (SUN). That applies if we are providing a fully managed service or if all we are doing is hosting an online capture service for import into your in-house service. Just the way it is. If you haven’t got a SUN we cannot give you one, but we will, of course, help you all the way with your application, for example give you templates to use for your mandate, welcome letter, call scripts and advance notifications and so on. All part of the service.
Nb. By the way, you won’t find a glossary of terms here nor a detailed description of a direct debit or how the service works or of all those different things mentioned above. If you have got this far you probably already have a fair idea of what it is you want to do and what things are, and if you don’t it’s a lot better if we talk about it rather than try to pre-empt your needs here. Just complete the form or give us a call if you want to talk.
Anyway, most Clients like us to provide a fully managed bureau service. That means your supporters can sign up for a new DD online or you can enter one from a paper mandate or over the phone directly into the CGHub. We then do the rest, the DD will be lodged with BACS, claims will be submitted, history maintained, exceptions and unpaids flagged. You can edit the DD, cancel it, suspend it, change the amount, schedule a change for sometime in the future and much more – all in one place on the CGHub.
There is no restriction on claim dates, you get a daily emailed summary directly into your in-box, a comprehensive set of extracts and reports covering all common requirements is available as are custom exports should you need to import into an in-house CRM (or if your CRM allows, direct API calls to cut out the middleman)
All you need to do is manage the supporter relationship, and we even give you the tools to do that. It really couldn’t be easier.
Our bureau service is very well established, in use by a varied range of Clients: charities (big and small), universities and galleries and museums. We are submitting millions of claims every year for millions of pounds every month. And it is growing – be a part of it