How do we know if the customer / parent is Direct Debit ready

This article will show you the steps on how to determine if a Parent/Customer already established their Ezidebit or if they are Direct debit ready.

Here are the steps to follow:

Step 1 - Under Lists in the settings, click on Active Students.

Step 2 - Search for the student using the filter. 

On the right side of the screen, you can see the Direct Debit Column.

Yes - means they already established their direct debit

No - means they haven’t established their direct debit yet

Step 3 - If “YES” for Direct debit, check if parent profile.

The Payment Token and Client Contact Reference should be filled out.

If “NO” for Direct debit, it is expected that the Payment Token and Client Contact Reference are empty.

Let the customer establish their Direct debit by following the steps here - How customers can establish a Direct Debit authority (Ezidebit)

Step 4 - Once the parent establishes their Direct Debit. 

You can either:

1. Create an Ezidebit Schedule for that invoice to be taken out from their account.  (Follow the steps here - How to create a direct debit schedule 

2. The parent can log in to the portal and pay the invoice directly from there