Difference between revisions of "Enabling Direct Debit"

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(See Also:)
(See Also:)
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[[Allowing Payments by Invoice]]
 
[[Allowing Payments by Invoice]]
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[[Reporting and Accounting for Direct Debit Payments]]
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[[Monthly Instalment Calculations]]

Revision as of 07:31, 16 November 2012

Direct Debit payments are taken on a per Scheme basis in SchemeServe. To enable Direct Debit against a Scheme is a simple process.

You will need to have the Direct Debit facility set up on your SchemeServe account before enabling the facility on any individual Scheme. Please contact our support for more details.


Enabling Direct Debit

  1. Log in to SchemeServe as an Administrator
  2. Click on the Admin Tab at the top of the screen
  3. Click on the Schemes Icon
  4. Click on the Scheme you want to enable Direct Debit on
  5. Tick the “Monthly” Box under Payment Types
  6. Tick the “Collect monthly payments by Direct Debit?” Box (and make any other changes to payments that you wish to – including enabling card payments for deposit/first installment)
  7. From the drop-down list “Resend Document on DD Schedule Changes?” choose a document that you wish to generate and e-mail to your customers when changes are made to their bank details or Direct Debit schedule.

Note: Your bank will have specific documentation they wish you to use for notifying customers of their Direct Debit changes. Please ask your bank for details of this.

Note: Any deposit required on a Scheme will be taken by card payment and only the balance is collected by Direct Debit.


Video Tutorial


See Also:

Taking Card Payments

Managing Direct Debit Schedules

Auditing Changes to Cases including Direct Debit Schedules

Allowing Payments by Invoice

Reporting and Accounting for Direct Debit Payments

Monthly Instalment Calculations