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# Missing Direct Debit Details


# Missing Direct Debit Details

Your Service may be configured for Direct Debits for your Families accounts.
You can easily track who hasn't completed this information within Xap.

${vimeo}[Missing Direct Debit Details](1148511734)

This can be viewed either from:
1. Payments & Billing Screen
2. Xap Analytics Screen - Aged Debtor Listing report

### Payments & Billing Screen

To view the missing Direct Debit details via your Payments & Billing Screen:

1. Select the **Payments & Billing** screen
2. Select the **Accounts** tab
3. Select the **Filter** icon

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_kh3wiw.png)

4. Select **With incomplete direct debit details**
5. Select **Update search**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_12gu45u.png)

The Accounts screen will be updated to display:
* Accounts set to **Direct Debit** as their payment method
* No **Direct Debit (payment account)** details added
 
###### Exporting the report

1. Select the Families
2. Select **Bulk Action**
3. Select **Export**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_imvq5c.png)

The report will display as below:

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_dyvgtv.png)

###### Bulk Email

Once the filters have been applied, you may like to email the Families to remind them to complete their Direct Debit details.
1. Select the Families
2. Select **Bulk Action**
3. Select **Send Email**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_egtjkj.png)

4. Select your **Template** (if created)
5. View the details of the Template **OR** create your email message
| Note: Hyperlinks & Attachments can be added to email templates, to assist you further see: [Creating User Email Templates](https://help.xap.rocks/en/article/how-to-manage-email-templates-qzhvr8/#3-creating-user-email-templates)
6. Select **Send Email**

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_ivwtwx.png)

### Xap Analytics report - Aged Debtor Listing

The [Aged Debtor listing report](https://help.xap.rocks/en/article/aged-debtor-report-wacb8p/) can be filtered to also display the missing Direct Debit Details:

![](https://storage.crisp.chat/users/helpdesk/website/-/5/d/c/b/5dcba586b1ba9400/image_1ebjgm1.png)