How to Process Direct Debit payments

[mauwiks]

Hi Guys. Sorry for this dumb question but I have received payment via direct debit and I can't seem to figure out how would I process this to the bank. Should I need to have an account with the bank or can I just pick that up right away by handing over to the bank the details from the "Direct Debit Processing" Report in which bank the customer used as payment method for? I am not familiar exactly. Sorry for asking

[zomex]

Hello,

One option would be to install and activate the bank transfer module:

https://docs.whmcs.com/Bank_Transfer

Once activated on the clients profile under invoices click on the add payment option. Then you can select bank transfer as the payment method to apply the transaction.

This is what I do for my own website and it works well as direct debit payments are not too common.

Regards,
Jack

[mauwiks]

Thanks But I do use it already. Some just need Direct Debit especially for my local clients so I just need an idea how to process the payment exactly if possible

[zomex]

1 minute ago, Mauwiks said:

Thanks But I do use it already. Some just need Direct Debit especially for my local clients so I just need an idea how to process the payment exactly if possible

I am not sure what you mean by process the payment exactly? Once the payment has been sent to your bank and is available to you, you can then record it in WHMCS and mark the invoice as paid.

There is no further action needed if the above is completed.

[mauwiks]

2 minutes ago, zomex said:

I am not sure what you mean by process the payment exactly? Once the payment has been sent to your bank and is available to you, you can then record it in WHMCS and mark the invoice as paid.

There is no further action needed if the above is completed.

I mean the Direct Debit and I know already how to use Bank Transfer. I only need to know how Direct Debit works. I have read the documentation but I would like an input as well to those who use this and thanks further. 🙂

[BenMB]

HI @mauamolat

I was just interested to see if you were able to resolve this? I've recently taken over the business and one of my customers has just set up a direct debit (and also made a bank transfer for the same invoice). I've checked the documentation and I can't see how the Direct Debit payment gateway is connected to my bank account  - I assume it's something very simple but any clarification much appreciated.

Thanks!