Summary
This guide explains how to add a Direct Debit payment method to a customer’s account. This can be helpful in cases where a customer has an active membership but no current payment method on file. For instance, if a customer accidentally canceled their Direct Debit but wants to continue their membership, new payment details can be added to keep their membership active.
Step-by-Step Guide
1. Search for the Customer.
2. Update Payment Information
- Go to the Billing tab on the customer’s profile.
- Click on Add Direct Debit Instructions and enter the customer’s bank details.
3. Confirm Authorizations
- Tick the box to confirm that the customer has acknowledged they are the account holder and have authorized Direct Debit payments from this account.
- Tick the box confirming that you, as a staff member, have taken reasonable steps to ensure the customer understands and agrees to the Direct Debit Guarantee.
4. Save the Direct Debit Setup
- Click Submit to save the Direct Debit payment method to the customer’s account.
The Direct Debit payment method is now successfully added, allowing the customer’s membership payments to continue seamlessly.