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Overview

The Manage Direct Debit page allows you to view and manage your existing Direct Debit customers.

You can also add new customers, delete customers, create new one-off payments for an existing customer and make a new subscription payment. ‘Viewing’ a customer will bring up all the information relevant to that specific customer and allow you to manage their mandates and individual payments.

Manage Direct Debit

Navigation

Navigate to Manage Direct Debits under Customer Centre to access your Direct Debit customers.

How does it work?

Each active and inactive customer that has been added can be viewed in the table. The status heading will either display ‘Active’ or ‘Inactive’. This depends on whether they have a live running mandate. You can also see the customer's name, email and the creation date for each customer on the table.

Add New

The Add New button will allow you to invite new customers to sign a mandate, where you will then enable to take payments from them.

Delete Customer

By selecting ‘Delete Customer,’ you will have the option to confirm that you wish to delete the customer; after the customer has been deleted, they will have to be re-added in the future?

View

The view page will bring up the complete information for each customer, firstly giving an overview of the customer's details, such as the Name, Email and Address; these can be edited from the view page.

From this page, you will also be able to view the bank accounts and mandates of a particular customer, and once the field is expanded, you can edit and cancel active mandates.

You also have the option to create new One-off payments and Subscriptions, where you will be redirected to the Take A Payment page, with the direct debit option chosen.

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