Manage direct debit templates

If you need to take regular payments from the same clients you can save it as a template.

• Templates help you to easily create your multiple payments/transfers.
• Once you have a template saved you can select it to populate your direct debit transactions without the need to add the details for each client individually.
• You can easily add, edit, delete, copy or rename a template.

The direct debit template allows you to receive payments from up to 99 accounts of your clients or debtors.

• The payments are transferred to your selected business account with one credit.

The "Direct debit - template list" page provides the list of direct debits templates that have already been created. The list includes the following details about each template:

• Template type: displays "Direct debit" for direct debit templates.
• Template name: displays the name given to the template at the time of creation.
• No. of debits: displays the number of debits/items in the saved template.
• Value: displays the total amount of the payments in the saved template.
• Last used: displays the date the template was last used to create a direct debit.

You can perform the following functions on this page:

• Add a template
• Edit a template
• Copy a template
• Rename a template
• Immediately delete a template
• Set up direct debits using a template.