PT-X is Bottomline’s payment platform. Here, it supports the UK Direct Debit journey for collecting donations with the donor’s permission.
What is PT-X, and how does it work?
Direct Debit mandate
The donor’s authorisation to collect from their bank account. It gives permission; a separate collection request moves the payment.
Bacs
The UK payment system used for Direct Debit collections. PT-X supports submission and management of payments through UK payment networks.
SharePoint
The file handoff used by this integration. Business Central stages its outbound file here; provider pickup and processing are separate stages.
How this workflow runs
Business Central keeps the donor, pledge and mandate records, then prepares registration instructions.
For a due donation, a separate collection batch contains the amount, reference and execution date.
The integration validates and archives the outbound file, then stages it on SharePoint for the intended provider handoff.
Return reports come back into Business Central: AUDDIS reports mandate outcomes, ARUDD reports unpaid collections, and ADDACS/DDIC handle supported mandate changes or cancellations.
Staff review exceptions and reconcile the payment and accounting evidence. A staged file alone does not establish bank settlement.
Example: a donor pledges £40 monthly. Registering their mandate gives permission. Each due £40 collection still needs its own payment request and recorded outcome.
Direct debit & file exchangeGift Aid claimsReturns to Business Central
Illustrative data flow
Select a node or play the donor journey to see sample data.About this step
Data received
Donor contact details, donation amount and payment preference
What happens here
A donor uses the public website or shares details with the office by phone. In the office route described for this portfolio, staff create the CRM entry. The website-to-CRM mapping, payment result and a shared regional deployment have not been verified.
Data prepared
Donor details ready for CRM entry
About the example data
Fictional records show what moves between systems. The India donor page illustrates intake; the UK PT-X and Gift Aid examples use separate applicable records. Live website-to-CRM routing, bank settlement and production HMRC acceptance are unverified.