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.

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2. Select the New button

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

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4. Enter details for the recurring payment and SAVE

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  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