Articles on: Payment & Billing

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

Viewing Incomplete Direct Debit Families

Select the Payments & Billing Screen
Select the Accounts Tab
Select Filter

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

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

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.

In this example we are selecting Bulk Action
Select Export to Excel

Select Applied Filter
Select Download

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

Updated on: 16/06/2021

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