How to set up a direct debit online
A Direct Debit can be setup manually by your organisation or a payee can sign up online. Â This procedure is for a Payee Signing up for Direct Debits online.
To set up direct debits online:
- Check set up
- Activate Workflow for email template
- Review email template
1. Set up
These items may already be set up
2. Workflow for Direct Debit Sign-up forms
An email template is automatically sent to a payee for direct debit verification
2.1. Navigate to Workflow Rules
In Classic
Navigate to Setup > App Setup > Create > Workflow & Approvals > Workflow Rules
In Lightning
Navigate to Setup > Process Automation > Workflow Rules
3. Review email wording for direct debit sign-up
3.3. Edit and review email wording and SAVE
The email template text should be updated as required. Â You may wish to add supporting forms and documents into the attachments section (after the form is saved).