How to export PAC transactions to my bank
We support all the big Canadian banks and are able to export to other banks, trusts, and credit unions.
You need to provide the transit and formatting information for your financial institution, then contact us for more details.
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How to set up your PAC export
Silent Partner DMS allows you to set manage Pre-authorized Contributions (PACs). For example, a donor might want to give $100 each month, and may have authorized you to process their credit card each month. This article describes how to export these ...Setting up and editing PAC or Monthly donors
A PAC (or pre-authorized cheque) donation is one that is automatically debited from a donor's bank account each month. A donor can have multiple PAC or monthly donations simultaneously. To create a new PAC donation: Click the "Enter donations" button ...Setting up Silent Partner Software Console for Data Export
Setting up Silent Partner Software Console for Data Export From the green screen, please go to Look-Up Tables -G/L Account You will be presented with your account information. In this example, we are using Account 1235. By simply highlighting and ...New requirements and sample templates for PAC donors
Overview As of March 2023, major credit card companies such as Mastercard, Visa, and others, are creating new requirements for recurring payments. The original effectivity date for these changes was scheduled for September 22, 2022. The effectivity ...Exporting Data for MapMyPartners.com from Silent Partner Desktop
Step 1 Create your list of Donors you want to export the details for. This can be done either by tagging names using the checkbox beside their names and then clicking on the filter button, or by creating a filter/scope. Step 2 Create the Merge File ...
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