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