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# Adding Family Direct Debit details

# Adding Family Direct Debit details

This article will assist you with adding Direct Debit details in for a Family.

### Overview

All Families will need to have a Payment Account created to be linked to the Bookings of the children on the Account.

| Note: The Family can update their billing details via the Web Portal or Smile App see: [Web Portal for Guardians & Carers - Adding Direct Debit Details](https://help.xap.rocks/en/article/adding-direct-debit-details-web-portal-f4ubdv/?bust=1622431713085)

###### Payment Details for a Family include:

* Direct Debit
* Direct to Centre
* B-Pay

### Adding Direct Debit Details

To add in Direct Details for a Family

1. Search on the **Family name** via the **Global Search**
2. Select the **Family Name**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1r89bvt.png)

3. In the Payment Account section, select the **3 dot menu**
4. Select **Edit** from the drop down
| Note: In this example the Family was set to **Direct to Centre** and is now changing to **Direct Debit**.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1vyjffu.png)

5. Change the **Payment Method** as **Direct Debit**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_197vhs.png)

6. Select **YES** to add in Credit Card/Bank Account Details
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1yki35p.png)

7. Select the **Debit from** option either Card or Bank
8. Add in the **Credit Card/ Bank** Account Details
9. Select the **Payment Type**
###### Gap Fee
Will take out any GAP for the charging period + any Debits prior to the transaction date. Prior Credits will be taken into account.
###### Gap/Up To Amount
Will take out up to the limit entered. eg.
* Account is owing $2000.00 but a limit of $150.00 has been added. Only $150.00 will be taken out.
* Account is at a $0.00 Balance with only new charges of $50.00 a limit of $150.00 has been added. Only the GAP of $50.00 will be taken out.
###### Fixed Recurring
Will not create any Transactions as a part of the Invoicing schedule, a recurring payment schedule will need to be created to allow payments to be added.
| To assist you further with recurring payments see: [Recurring Payments](https://help.xap.rocks/en/article/how-to-manually-schedule-recurring-direct-debit-payments-1g56qva/) or [Managing Payment Plans](https://help.xap.rocks/en/article/managing-payment-plans-rmfqgw/)
10. Select the **Preferred Transaction Day**
11. Select the **Other Details** options
| Note: If you would like the Family to not be able to edit their Billing details, you can select the option of Restrict the Account Holder from updating the payment details. Families can only make changes to WHERE the money is coming from eg. Updating Bank Account Details or Updating Credit Card expiry dates. They can also choose the preferred transaction day, if this has been enabled by the Service. Families can NOT stop payments, change amounts, frequency or add in limits.
12. Select **Save**


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_c3047o.png)


|| To assist you further with managing Direct Debit Processes see: [Help Page - Managing Scheduled Payments](https://help.xap.rocks/en/article/help-page-managing-scheduled-payments-guides-videos-9oqxih/).