Skip to main content

Does FinDock work with Person Accounts?

Yes, with some aspects to take into consideration regarding specific features as explained below.

Payment API

The default ruleset for payment intent processing does not include Person Account handling. Minor additional configuration would be needed.

FinDock Giving Pages

At this time, FinDock Giving Pages is not compatible with Person Accounts. Giving Pages can still be used, but pages create standard Contact records rather than Person Account records.

Gift Aid

The Gift Aid for FinDock extension requires the installments to be linked to the contact part of the Person Account to be potentially eligible for Gift Aid.