You can set up a Direct Debit on a customer's account, to start taking Direct Debits from them when a statement generates.
Before you begin
To set up a Direct Debit, you will first need to have set up your Direct Debit Configuration. Click here for details on how to do this.
Setting up a Direct Debit on a Customer Account
Find the account on Mabdeck where you would like to set up a Direct Debit, and click the financials tab on the right-hand side.
Click the Setup Direct Debit button to start setup. Enter the account information for the resident, and choose if you would like to set them up on a fixed or variable Direct Debit. For Fixed Direct Debits, you can choose a collection date and collection amount.
Choose an activation date. This will be the earliest possible date that the Direct Debit can claim on, based on the claim offset which was set up in the Direct Debit configuration. It gives the customer enough notice that their Direct Debit has been set up before the first claim can be made. No Direct Debits will be able to claim before the Activation Date. Once you have entered all of the information click Add Direct Debit.
If you have chosen to generate Direct Debit Letters, your New Instruction letter will generate automatically when you click the Add Direct Debit button. You can download and send this to the resident from the correspondence page.