How to create a direct debit schedule

How to create a direct debit schedule

For term-based swim schools that leverage Ezidebit for direct debits, creating a direct debit schedule after your term rollover requires you to complete the following process.

1. Go to create the Ezidebit schedule

2. Select the date initiated for when term invoices were created. (This will select any pending invoices for those with a direct debit authorization)

3. Select the invoices you want to create a schedule for by using the select all tick box. (Be mindful of how many selections per page as it's defaulted to show 50 invoices per page and selecting all will only select all on the page. You can change the per-page option to 100 or 200 if required)

4. Then you need to select the date you would like the debit schedule to commence via the payment schedule date

5. Finally you need to select the debit frequency from the drop down. 

6. Once you have completed all of these steps you can press the Create schedule button and wait

Once the process has been completed, those pending invoices will disappear from the list and go into a scheduled status.

You may also want to check the Ezidebit report for the date you selected to verify the debits have been successfully scheduled.

Additional considerations- If you wish to have some customers on different debit cycles or frequencies, the best approach is to create your schedule in batches with each batch selecting those you want included in that specific schedule. 

Troubleshooting: If you get an error message when attempting to schedule a batch, it may be the result of a customer profile with an issue with their debit authorisation. You can continue by un-selecting that customer from your batch and re-submitting the batch. 

Important note: If you are using the Ezidebit payment gateway integration with First Class, although you can access Ezidebit independently via the Ezidebit portal, we recommend that you never make changes directly in Ezidebit. Such actions can result in a disconnect between First Class and Ezidebit and results in problems such as un-reconciled payments. 

Other FAQ

Can I edit a customer schedule once it's established? 

Yes, go to the customer's profile. Click on direct debit and alter the date range to display future dates. Next to each scheduled payment, there is an option to edit the amount or void the payment completely.

How can customers update their direct debit payment details?

For those using First Class with the Ezidebit payment gateway, customers can update their direct debit payment details from within the portal. Go to my payments and update direct debit details (top right corner)