How To Manage The Direct Debit Profile

Accept online payments to further streamline your administrative duties! A quick sign up process will allow you to accept credit card and bank account direct debit payments. No more manual internet banking transfers or payments!

This help document will demonstrate how to manage your direct debit profile.

Step 1: Select settings from the left-hand menu bar.


Step 2: Click on the direct debit profile icon.


Step 3: Select the service for which you wish you create or update the direct debit profile.


Step 4: Click on the edit button as seen in the image below.


Step 5: Enter or edit the service's information.
Please note that any fields marked with an asterisk must be completed.


Step 6: Enter the service's bank account details.
While setting up the online direct debit profile, you will have the choice of assigning the transaction fees as well as credit card surcharges to the parents or the school.
If the parents pay the direct debit transaction cost and credit card surcharge, then any invoices you send will be deposited in full into your account. The parents will pay what they owe to the service plus any associated transaction fees or credit card surcharge.

If the parents pay the credit card surcharge and you pay the transaction cost, then any invoices you send will be deposited and you will be charged the transaction fee. The parents will pay what they owe to the service plus any associated credit card surcharge.

If the centre decides to pay both the transaction fees and surcharge, then any invoices you send will be deposited and you will be charged the transaction fee and credit card surcharge.


Step 7: Read and tick the acknowledgements. Then click 'update profile'.

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