Edit a direct debit client

Your client list comprises of the debtors you have saved to your ANZ Internet Banking in order to receive direct debits from them. When creating direct debits you can select previously saved clients from your list and avoid filling in their details each time.

  • You can easily edit a direct debit client's details, if necessary.

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FAQs

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ANZ Internet Banking for Business customers can easily edit client details from their direct debit client list.

  • Go to the "Direct debits" menu.
  • Click on the "Manage client list" link.
  • Select the client, using the radio button under the "Select" column
  • Click the "Edit client" link and follow the steps below.
Step 1 - Make your edits

You can make the following edits to your clients:

  • You can edit the client description. This is for your reference.
  • You can also edit the client account details including the BSB, account number and/or account name of the client.
Step 2 - Save your changes
  • When you are happy with your edits, click on the "Save" button.

Your changes will now be updated and saved in the direct debit client list.

Need more help?

Use our faqs to find out more about editing a direct debit client.

What information do I need to save my client/debtor?

You need the following information to save the details in the client list:

  • Client name: enter the client name, using a maximum of 20 characters.
    • The name can contain letters, numbers, hyphens, spaces and single quotes and is case sensitive.
    • It cannot include any other special characters (e.g.@#$ %^*).
    • It will help you identify the client for future direct debits so make sure it is clear.
  • BSB number: this will be a 6 digit number. Do not include any spaces or dashes.
  • Account number: will be a maximum of 9 digits.
  • Account name: this may be used by some financial institution to correctly identify the account when making payments.
What if the client details change?

If the client's bank details change in future, you can always go to the "Manage client list" link under the "Direct debit" menu to edit their details.

  • You can update the client name, BSB number, account number and account name for the client.
  • Once you edit the details they will be updated immediately within the same ANZ Internet Banking session.
Can I delete a client from the "Direct debit - client list"?

Yes. You can delete any client from the client list any time via the "Manage client list" section under the "Direct debit" menu.

  • Click on the "Immediately delete client" link to delete the client detail immediately.
  • Once deleted the client details cannot be retrieved again.
Does my client need to have an ANZ account?

No. Your client does not need to have an ANZ account.

  • The direct debit function within ANZ Internet Banking will allow you to debit funds from your client's account.
  • All you need is the correct BSB number, account number and account name for your client.
Why won't it let me edit my client details?

You cannot edit a client detail if there is a future payment scheduled from that person.

  • You must first cancel any pending future payments.

If you wish to delete a future dated payment, the request must be lodged with ANZ Internet Banking prior to 12.00am (midnight AEST) on the day prior to the payment date.

Need more help?

For further assistance please call the ANZ Internet Banking team on 13 33 50 (International callers: +61 3 9683 8833) 24 hours a day, seven days a week.