There are a range of placeholders for Direct Debits, which are in line with the standard correspondence path, as set out by BACS. This includes new instructions, amendment and cancellation.
More information on using placeholders.
Online Account Sign Up
| Description | Placeholder | Variations/Further Information |
| Unique Sign-up Code for Online Accounts | <<Letter.UniqueSignupCode>> |
Direct Debit New Instruction
| Description | Placeholder | Variations/Further Information |
| Account Billable Address Line One | <<Address.Address>> | |
| Account Billable Address Town/City | <<Address.TownCity>> | |
| Account Billable Address Postcode | <<Address.Postcode>> | |
| Account Holder Name | <<Letter.AccountHolderName>> | |
| Account Reference Number | <<Letter.CustomerReference>> | |
| Generation date for Direct Debit Letter | <<GenerationDate>> | |
| Bank Name for Account Holder | <<BankDetails.BankName>> | |
| Sort Code for Account Holder | <<BankDetails.SortCode>> | Only the final two digits will be shown when the letter generates, the rest are blanked out |
| Bank Account Number for Account Holder | <<BankDetails.AccountNumber>> | Only the final four digits will be shown when the letter generates, the rest are blanked out |
| Client Name | <<Letter.ClientName>> | |
| Client Phone Number | <<Letter.ClientPhone>> | Populated from the Direct Debit Configuration form |
| Client Email Address | <<Letter.ClientEmail>> | Populated from the Direct Debit Configuration form |
| Conditional Section - Direct Debit Type - Fixed Collection Amount - Collection Date |
<<cs_{CollectionDetails.DirectDebitType == ‘Fixed’} <<CollectionDetails.DirectDebitFixedAmount>> <<CollectionDetails.DirectDebitCollectionDate>> <<es_>> |
This section will only show on the correspondence if a fixed Direct Debit type has been set up on the account. |
Direct Debit Amendment
| Description | Placeholder | Variations/Further Information |
| Account Billable Address Line One | <<Address.Address>> | |
| Account Billable Address Town/City | <<Address.TownCity>> | |
| Account Billable Address Postcode | <<Address.Postcode>> | |
| Account Holder Name | <<Letter.AccountHolderName>> | |
| Account Reference Number | <<Letter.CustomerReference>> | |
| Generation date for Direct Debit Letter | <<GenerationDate>> | |
| Bank Name for Account Holder | <<BankDetails.BankName>> | |
| Sort Code for Account Holder | <<BankDetails.SortCode>> | Only the final two digits will be shown when the letter generates, the rest are blanked out |
| Bank Account Number for Account Holder | <<BankDetails.AccountNumber>> | Only the final four digits will be shown when the letter generates, the rest are blanked out |
| Client Name | <<Letter.ClientName>> | |
| Client Phone Number | <<Letter.ClientPhone>> | Populated from the Direct Debit Configuration form |
| Client Email Address | <<Letter.ClientEmail>> | Populated from the Direct Debit Configuration form |
| Conditional Section - Direct Debit Type - Fixed Collection Amount - Collection Date |
<<cs_{CollectionDetails.DirectDebitType == ‘Fixed’} <<CollectionDetails.DirectDebitFixedAmount>> <<CollectionDetails.DirectDebitCollectionDate>> <<es_>> |
This section will only show on the correspondence if a fixed Direct Debit type has been set up on the account. |
Direct Debit Cancellation
| Description | Placeholder | Variations/Further Information |
| Account Billable Address Line One | <<Address.Address>> | |
| Account Billable Address Town/City | <<Address.TownCity>> | |
| Account Billable Address Postcode | <<Address.Postcode>> | |
| Account Holder Name | <<Letter.AccountHolderName>> | |
| Account Reference Number | <<Letter.CustomerReference>> | |
| Populates currency when used with outstanding balance placeholder | <<Balance.Currency>> | |
| Outstanding balance on the account as of letter generation date | <<Balance.Amount>> | |
| Client Email Address | <<Letter.ClientEmail>> | Populated from the Direct Debit Configuration form |
| Client Phone Number | <<Letter.ClientPhone>> | Populated from the Direct Debit Configuration form |
| Client Name | <<Letter.ClientName>> |