Direct Debit

Direct debit payments allow organisations to collect recurring payments. To add direct debit as a payment method, click Add payment method and select Direct Debit. Choose the country, that is set to United Kingdom as default and select the payment provider from the dropdown as direct debit (UK BACS), GoCardless, SmartDebit, etc.

Direct Debit (UK BACS)

If you select direct debit (UK BACS), then add information for the following fields.

Field	Description
Name	Name of the payment gateway i.e. Direct Debit (UK BACS).
Approval	Approval as yes or no before collecting payments by direct debit.
Notifications	Notification email before a submission is sent or if it has an error.
Collection Formatting	Name and format of the file being uploaded.
Service User Number	Unique six digit identifier allocated to collecting payments by direct debit.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment provider i.e. pound 1.
Lead Time	Maximum time that must be allowed for a new credential to be setup before it can be used, set to default 7 working days.
Monthly Collections Restriction	Any dedicated payment days to receive the payment monthly or not.
Weekly Collections Restriction	Any dedicated payment days to receive the payment weekly or not.
Accessible to/restrict roles	Users that can access the payment provider i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment provider e.g. GBP or USD.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.

GoCardless

If you select GoCardless, then add information for the following fields.

Field	Description
Name	Name of the payment gateway i.e. GoCardless.
Environment	Type of environment used.
Access Token	Token created in the GoCardless developer section.
Mandate Description	A short description that may appear on the bank statement of your donors.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment provider i.e. pound 1.
Monthly Collections Restriction	Any dedicated payment days to receive the payment monthly or not.
Weekly Collections Restriction	Any dedicated payment days to receive the payment weekly or not.
Accessible to/restrict roles	Users that can access the payment provider i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment provider e.g. GBP or USD.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.

SmartDebit

If you select SmartDebit, then add information for the following fields.

Field	Description
Name	Name of the payment gateway i.e. SmartDebit.
Environment	Type of environment used.
Username	Username to authenticate the SmartDebit payments.
Password	Password to authenticate the SmartDebit payments.
Service User Number	Unique six digit identifier allocated to collecting payments by direct debit.
Receipt book number	Book number as hidden, optional or required.
Received by	Name of receiver as hidden, optional or required.
Minimum amount	Minimum amount to be paid via the payment provider i.e. pound 1.
Lead Time	Maximum time that must be allowed for a new credential to be setup before it can be used, set to default 7 working days.
Monthly Collections Restriction	Any dedicated payment days to receive the payment monthly or not.
Weekly Collections Restriction	Any dedicated payment days to receive the payment weekly or not.
Accessible to/restrict roles	Users that can access the payment provider i.e. Admin or Finance manager.
Allowed currencies	The currency used in the payment provider e.g. GBP or USD.
Custom Fields	Any additional field for the payment provider as hidden, optional or required.