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.

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

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

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

The report will display as below:

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

4. Select your Template (if created)
5. View the details of the Template OR create your email message

6. Select Send Email

Xap Analytics report - Aged Debtor Listing

The Aged Debtor listing report can be filtered to also display the missing Direct Debit Details:

Updated on: 22/12/2025