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# Viewing which Direct Debit Families have incomplete Billing Details

# Viewing which Direct Debit Families have incomplete Billing Details

This article will assist you with viewing which Families that are setup for Direct Debit that have incomplete Billing Details.

### Overview

If your Service has enabled Direct Debit as a payment method, Families payment method will display as Direct Debit, however their Billing Details will still need to be added.

| To view the payment methods for Families see: [Payment Method Report](https://help.xap.rocks/en/article/payment-method-report-1kj3dz4/?bust=1623885521170)

### Viewing Incomplete Direct Debit Families

1. Select the **Payments & Billing** Screen
2. Select the **Accounts** Tab
3. Select **Filter**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_43oqnn.png)

4. If you are in Enterprise (Multi-centre) view then you can select the **Service/s** to view the information for
5. Filter by **Family Status** if required
6. Select **Payment Method** as **Direct Debit**
7. Tick the option in **Search payment accounts - with incomplete Direct Debit details**
8. Select **Update Search**

The screen will now display only Families who have incomplete Direct Debit Details.


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_cw5jsl.png)

### Viewing information in a Report

Once the filters have been applied, if you would like to view the information in a report.

| Note: You can pre-select the Families by selecting the box next to their name, or if there is a lot you simply select Bulk Action.

1. In this example we are selecting **Bulk Action**
2. Select **Export to Excel**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1yt0vy4.png)

3. Select **Applied Filter**
4. Select **Download**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_abq8yv.png)

The report will be downloaded and will include the Contact details for the selected families, as well as their Aged Balances.


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1l4lqui.png)





