Create Paperless Direct Debit

Paperless debiting or eDDR (electronic direct debit request) is available when setting up a new direct debit. You simply enter the details for the direct debit and your customer will receive a link via email and SMS, requesting them to enter their bank account or credit card via a mobile friendly authorisation screen hosted on our secure servers.

Creating Paperless Debiting
Click on Create button from the left hand side menu panel > Direct Debit
If you have previously entered your customer details in, type their details in the Search box or click on the New Customer button, enter their details then click on Add Customer & Continue
Select Fixed Amount or Variable Amount by clicking on one (Which do I have?)
Select whether you have an Upfront Payment or Ongoing Only (Which do I have?)
Select PAPERLESS > Next
Enter the required details
Click on Authorise
Select an option:

If your customer is with you: Click on Sign Now. Your Customer can enter their bank or credit card details and sign with their finger on their touchscreen device or using a mouse on a desktop device then clicks Authorise and the details are then automatically uploaded in your account once approved by Support.

If your customer is not with you: Click SMS/Email Link. This will send an email and SMS to your customer that they can open on any device and enter their bank or credit card details, sign with their finger on their touchscreen device or using a mouse on a desktop device. Customer then clicks Authorise and the details are then automatically uploaded in your account once approved by Support. 

Share Link: This option will copy the link details so you can paste them into your own email, SMS, Facebook Messenger or WhatsApp. Your customer will be able to open the link on any device and enter their bank or credit card details, sign with their finger on their touchscreen device or using a mouse on a desktop device. Customer then clicks Authorise and the details are then automatically uploaded in your account once approved by Support.

A standard direct debit request authority is then generated and serves as your authority to debit the account. A copy of this form is also emailed to your customer.

 

Once the DDR has been uploaded we must approve the schedule. This is generally done within a few hours of uploading the DDR. If any information on the schedule does NOT match the DDR the schedule will be rejected and you will be required to re-submit the schedule.

 

Why was my Direct Debit Request Rejected

Direct Debit Settlement & Clearance Times

 

   

 

Have more questions? Submit a request

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