Storing Direct Debit Details

Learn how to store and find direct debit details for your customers

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Open your Customer and select ‘Direct Debit details’ within the treeview
2. Select ‘add details’.
3. Complete the details including Bank Name, Account Name, Account Number and Sort Code.
4. If the direct debit details apply to a specific Site rather than all of the customers accounts, select the appropriate site from the drop down. Click Save.
5. Click Save
6. If you have multiple direct debits details to update for a customer, you can download and upload the template to save time. The site name will need to exactly match those set up for the customer to use this.