How to set up a direct debit manually

A Direct Debit can be setup manually by your organisation or a payee can sign up online.  This procedure is for organisation setting up a new Direct Debit from within Salesforce.

2. Select the New button

3. Select Direct Debit from the given record types and select Continue

4. Enter details for the recurring payment and SAVE

  1. Link to a Contact name or add if details are not found
  2. Create a name for the recurring payment
  3. Link to your Merchant Facility
  4. Link to your online form
  5. Enter bank details
  6. Enter BSB No (For Australia, the format is: 999-999)
  7. Enter Account No
  8. Set Recurring Payment Status to Active
  9. Enter payment amount
  10. Select frequency