How To Manually Schedule Recurring Direct Debit Payments

How to Schedule a Recurring Direct Debit Payment

This help document will show you, how can add recurring direct debit payment. This could be used to set up a payment plan for a family.

Note: Recurring payments are scheduled for a future date, if you are wanting the payment to come out today via Direct Debit this will be a Once Off Payment/Debit Online see: How To Complete A Once-Off Debit Online (Using A Credit Card Or Bank Account) or if they are paying over the counter eg. Eftpos see: How To Record A Once-Off Payment

Step 1: Select payments and billing from the left-hand menu.

Step 2: Select scheduled payments.

Step 3: Click the green plus box sign to create a recurring payment.

Step 4: Select the account you want to set up for recurring direct debit payments.

Step 5: Select the type of payment, the payment start date, the amount and add a description.

Step 6: Add in payment details.

Note: The payment details you enter in this section will save those payment details on the guardians account for all future direct debit payments.

Step 7: Select recurring payment Details.

For more information, please browse our support documents or alternatively contact our support team.

Updated on: 23/08/2021

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