The below steps will need to be followed for each Billpayer that you are unable to add details for.
Having trouble adding in the Billing Details for the Billpayer into Discover?
You are trying to add Payment Details to a Parent Account from the Payment Method Tab.
You have ticked the T&Cs, click on Submit
- Reports > Children > Contacts
- Select the Below Fields - DOB, Email, Mobile, Full Contact Address, Direct Debit PaymentWhich Contact = Billpayer
- Get Report
For example:
Each of these Billpayers are missing Mandatory Information
This needs to be added via the Contact Profile before trying to add their Payment Details again
- First Name
- Last Name
- Mobile
- DOB
- Email Address
- Address - Address selected from Google Maps Drop Down
Sometimes if the address is too long, this will also impact the set up
Change Road to Rd, Street to St etc - In the Billpayer Details >Pay by direct debit/credit ticked
Ensure all of these fields - especially Suburb have populated
Once you have checked all the above information:
Go to the Children Menu
Click On the Billpayer
Go to the Contact Details Tab
Add in any missing information
Scroll to the Bottom
Click on Save
Go back to the Payment Methods Tab
Tick to agree to the T&Cs
Click on Submit Form
Click on Ok
Select Create a Payment Method
Select Bank Details
Add in the Name of the Account
Account Number
Click on Create
This Parents Billing will be picked up on the next designated Billing Day!
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