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

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

Search on the Family name via the Global Search
Select the Family Name

In the Payment Account section, select the 3 dot menu
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.

Change the Payment Method as Direct Debit

Select YES to add in Credit Card/Bank Account Details

Select the Debit from option either Card or Bank
Add in the Credit Card/ Bank Account Details
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 or Managing Payment Plans

Select the Preferred Transaction Day
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.

Select Save

To assist you further with managing Direct Debit Processes see: Help Page - Managing Scheduled Payments.

Updated on: 06/03/2023

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