Delete a direct debits template

• Ensure the correct template is selected, using the radio buttons under the "Select" column.
• Click on the "Immediately delete template" link.

This will delete the template from your list so you will no longer be able to use it to make direct debits.

No. Once a template is deleted, the information in that template cannot be retrieved again.

• You will need to re-enter the details if you want to re-save the template.

Once deleted, the details will be updated immediately in the "Direct debit templates" list and the template will be removed immediately.

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You need the following information to add a direct debit template:

• Template name: this is only required when creating a new template or copying an existing template.
• Your/business name: provide the name that you would like to appear on the client's statement.
• Client details: allows you to select a client from the client list or add a new client to the list by clicking the "Maintain client list" link.
• Transfer amount: includes the "Reference" that you would like to appear on the client's statement as well as the "Amount" that will be transferred to the client's account.

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Yes. You can make the following edits to your direct debit templates:

• The amount to be transferred.
• Your/business name (this will appear on the client's statement).
• The client details. You can remove an existing client or add a new one
• Update your business name. Remember this will appear on the client's statements so ensure it is accurate and clear with no special characters (e.g. !@$#%^&*).
• Add more payments by following steps 2-3 of the add template page.
• Remove a payment by clicking on the "Remove" button to the right of the payment.

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