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 sent 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 > selecting Billpayer.

Navigate to Payment Methods > Create Payment Method along the tabs at the top of the profile, choose "I agree to the terms and conditions" and submit the 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.

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.

Please note: The limit should take in to account any Debit Success transaction fees if your service has elected to pass these on to the Bill Payer

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 to Bill Payer > Billing Plan. 

Using the drop down box, choose a new frequency if you wish to create a seperate cycle that is different to the default setting for the service.

Please note, billing runs automatically based on the frequency selected by the administrator (weekly, fortnightly, or monthly). If you wish to set it to default, centre level billing frequency will be selected. Discover processes Debit Success payments according to this billing cycle, regardless of the invoicing schedule