Care Services

Direct Debit limits and pre-set amounts

• Clients can request a direct debit limit where the amount proposed will be no more than the limit set up or the total of their invoices, if that amount is lower.
• Clients can request pre-set direct debit amount where the pre-set amount is always proposed.
• The bank account and method of payment must be set up.

Navigate to: Care services > All customers

1. Click on <Account> to open the customer form.
2. Click on <Edit>
3. Navigate to Payment defaults.

4. Populate the ‘Direct debit limit’.

   OR

5. If the client has requested a pre-set amount, then set the ‘Enable pre-set direct debit amount’ to Yes.
6. Select the Service code for the direct debit.
7. Populate the Pre-set direct debit amount.
8. Click <Save> and close the form.