Payments: Setting Up Automatic Payments for Bill Payers

Direct Debit Request (DDR Forms)

When first connected with DebitSuccess, a PDF Direct Debit Request (DDR) is to your service as part of your Welcome pack.

Printing this out for families who are unable to enter their details online means they can still be direct debited per your invoicing cycle.

After the Bill Payer has entered their details in the DDR form, in Discover, navigate to the left side menu > Children > click on the Billpayer.

In the Contact Details tab, scroll to 'Bill Payer Details' to confirm the 'Pay by direct debit/credit' box is ticked.

From here, select the Payment Methods tab > Create Payment Method > Tick 'I agree to the terms and conditions'* > Submit Form.

A confirmation will show, and Credit Card or Bank Details can now be added under the 'Create Payment Method' tab.
Click the headings at the top of the page to select the payment method, then enter the card or bank information, and click 'Create'.

The Parent/Guardian will then receive an email confirming their details have been added.

*The Terms and Conditions are outlined on page 2 of the DDR form.

Setting a Limit for Debits

If you need to set a maximum amount to be debited for a specific family (ie for a payment plan), navigate to the Child Record > Contacts > Bill Payer > Contact Details tab > Bill Payer Details.

From here, enter a maximum amount you would like the family to be charged per invoice cycle, into the Direct Debit Amount box.

Custom Bill Payer Billing Day

You may also set a custom billing date for individual Bill Payers, that will override the default settings for your service.
Navigate Child Record > Contacts > Bill Payer > Contact Details tab > Bill Payer Details.
From here, select the custom day you would like them to be debited.