Signup for Direct Debit payments¶
Configure sign-up page¶
Create a contribution page with the smart debit processor enabled. Make sure the following is set
- Recurring contribution OR Membership is configured for auto-renew.
Test the contribution page¶
It should look something like this:
Completion of signup¶
Here you see the confirmation and, importantly, the direct debit mandate that the customer may print if they wish.
The following entities will have been created during sign-up and may need attention:
- New contact (if the contact didn't already exist)
- Recurring contribution.
Membership (if contribution form was for membership) - this will be in Pending state until the payment is confirmed during a sync. Note: This may take up to a month as the direct debit payment will not be taken until the specified date.
Recurring contribution activity.
- Direct Debit sign-up activity (showing Smart Debit payer Reference).
- Direct Debit confirmation letter (If Post was selected as confirmation method). This will be in Scheduled state and will need to be picked up by the admin team.