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. 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
Navigate to Setup > App Setup > Create > Workflow & Approvals > Workflow Rules
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. You may wish to add supporting forms and documents into the attachments section (after the form is saved).