Create Variable Direct Debit

Variable Direct Debiting allows you to amend the debit amounts to match what you may need to charge your customer. 

Upon set up, you set a maximum amount that you would be required to debit your Customer, and also a default amount. We will automatically attempt to debit the default amount for each scheduled debit, unless you log in and amend that amount up to the maximum amount you preset. 

Upload Variable Paper Authority 
Scan your signed Direct Debit request forms into your computer or gallery
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 whether you have an Upfront Payment or Ongoing Only (Which do I have?)
Click on Upload Paper Auth
Enter the required details 
Enter in the Default debit amount (the amount we will automatically debit) 
Drag your cursor along the slider bar to select the maximum amount you may need to debit the customer
Click on Upload Authority and select the Direct Debit form you saved
Check all 3 check-boxes
Click on Start Debiting

Upload Variable Paperless Authority
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 whether you have an Upfront Payment or Ongoing Only (Which do I have?)
Click on Paperless
Enter the required details 
Enter in the Default debit amount (the amount we will automatically debit) 
Drag your cursor along the slider bar to select the maximum amount you may need to debit the customer
Click on Upload Authority and select the Direct Debit form you saved
Check all 3 check-boxes
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.

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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

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