Uploading & Using Terms and Conditions

You can now upload your own Terms and Conditions directly into the system and attach them to your Direct Debit authorisations, allowing your customers to review and approve everything in one simple step.

This helps streamline your onboarding process, improve compliance, and ensure you have clear, signed agreements on file.

How it works

When setting up a Direct Debit, you can select a set of Terms and Conditions to include alongside the Direct Debit Authority form.

Your customer will then:

• Review both the Direct Debit Authority and your Terms and Conditions
• Accept and authorise both at the same time

Once completed, both documents are securely recorded and stored against the customer.

Uploading your Terms and Conditions

To upload your Terms and Conditions:

• Navigate to the Settings section of your account
• Select the Digital Agreements option
• Upload your document

You can upload multiple versions of your Terms and Conditions to suit different services, packages, or customer types.

Using Terms with Direct Debits

When creating a Direct Debit:

• Select the drop down on the Terms and Conditions tab
• Select the appropriate Terms and Conditions from your saved list
• The selected document will be included in the customer authorisation flow

This allows you to tailor agreements based on the specific service or arrangement with each customer.

What Your Customer Sees When Authorising with Terms Attached

When your customer is completing the Direct Debit authorisation, they will first enter their payment details as usual.

Before they can finalise the setup, they will be required to review and agree to your Terms and Conditions.

• A checkbox will be displayed prompting them to accept the Terms and Conditions
• By clicking on the Terms and Conditions link, the document you uploaded will open for them to view
• Once reviewed, they must tick the checkbox to confirm their agreement

After this, the customer will complete the authorisation by signing on the page.

Their signature will then be applied to both:

• The Direct Debit Authority form
• Your attached Terms and Conditions document

This ensures you have a single, fully authorised record covering both the payment agreement and your business terms.

Accessing Signed Agreements

Once your customer has completed the authorisation:

• The signed Terms and Conditions and Direct Debit Authority will be stored within the system
• This can be found by opening the customers Active Direct Debit in the system
• You can access these at any time for your records or compliance purposes

Key Benefits

• One-step authorisation – Customers approve both payment authority and terms together
• Improved compliance – Clear, documented agreements stored securely
• Flexibility – Upload and manage multiple versions of your terms
• Better customer experience – Simple and streamlined onboarding

This feature makes it easier to manage your agreements, reduce manual processes, and ensure everything is properly authorised from the start.