Edit a Direct Debit

Once a direct debit has been created you can change any details if necessary. If your direct debit is based on a total amount to be paid you cannot change the recurring amount. Instalments can be reduced, but never go above the recurring amount for the direct debit, this is to prevent overcharging the Direct Debit agreement. 

In most cases, if you expect the amount you charge to increase you are better off setting up a direct debit that is manually cancelled. This offers the most flexible control for both you and your customer.

 

Edit Direct Debit

Change the Recurring Amount

Navigate to the direct debit you want to change from a customer or by searching in View Direct Debits. Once viewing the direct debit click the change button next to the details section and select Recurring Amount. Your customer may be advised to authorise changes made to their direct debit.

 

 

Change the Frequency or Day

To change a future instalment frequency or instalment day, click the change button next to the details section and select frequency or day. The current frequency will be shown in the drop down. To change the frequency of the instalment, click the drop down and select one of the following:

• Weekly

• Fortnightly

• Monthly

• Quarterly

NOTE: The frequency can remain the same if you only want to change the day of instalment.

Next proceed to select a Date for the next instalment. A blue circle indicates the current date of the next instalment. The day you select effects the selected frequency.

For Example: If you select Friday the 21st August and the frequency is weekly, then the instalments will be changed to Friday and the next instalment date will be the 21st August.

If you select Friday the 21st August and the frequency is monthly, then the instalments will be changed to the 21st of every month and the next instalment date will be the 21st August.

 

Change the Description

Change the description of the Direct Debit at any time. This is shown to both you and your customer on receipts as a handy reference for what the payment was for. 

 

Change the Fees & Failure Actions

To change Fees & Failure Actions select the change button next to the details section of a direct and debit and choose it from the menu. Change the on-charged fees and choose the automatic action taken on failed payments. You can read more about these fees and actions here.

 

Edit Instalments

Change the Instalment Amount

To change a single instalment amount, find the specific instalment you want to change in the timeline and select the edit icon (pencil) on the right of the amount. Choose Change Amount and enter a new amount.

 

Change the Instalment Date

To change the date an instalment is due, find the specific instalment you want to change in the timeline and select the edit icon (pencil) on the right of the amount. Choose Change Date and select from the calendar when this instalment will be due by.

 

Skip a Payment

To skip an instalment or payment find the specific instalment you want to change in the timeline and select the edit icon (pencil) on the right of the amount. Choose Skip Payment and confirm you want to skip this payment.

This will set the instalment to $0 and no payment will be processed on that date when it becomes due. NOTE: After a skipped payment has been processed it can be rescheduled or re-debited at a later date. 

In some cases it may be better to move the instalment to a later date if the intention is to pay it later. Skipping a payment is more useful if there is no intention for the customer to pay this instalment from the customer.

 

Resume, Pause or Cancel the Direct Debit

Pause or cancel an active direct debit at any time by selecting the suspend button next to the status of the direct debit.

Resume a paused direct debit at any time by selecting the resume button next to the status of the direct debit. You can read more about direct debit statuses here.

 

Change the Payment Account

Change the payment account at any time. To do this select the change button next to the account section on a direct debit. This will open the authorise selection screen and you can choose how you want to authorise a new account with your customer; either in person, or online. You can read more about authorising account changes here.

 

View Instalment History in the Timeline

The direct debit timeline keeps a detailed history of all changes and actions that occur on a direct debit.

You can filter the list by individual instalments and view payment receipts also. Click an instalment number to filter the timeline by all actions associated with that instalment. Now you can view the activity timeline for this single payment and track it against any other changes made to the direct debit.

This is useful for resolving payments and payment attempts with your customer.