Start using Direct Debits

TABLE OF CONTENTS

• Introduction
• Start using Direct Debits

Introduction

Although there is a dedicated guide to Direct Debits, we highly recommend that you have Direct Debit training from Engage so we can guide you through the process when you start using Direct Debits.

Start using Direct Debits

Before you start using Direct Debits, log an incident case in Engage Help. We will then be able to discuss your requirements and arrange training for you.

When you set up Direct Debits in Engage Fees there will be changes to:

• Fees>Setup>Account Structure – Enable DDs
• Fees>Setup>Payment Profiles – Set up Direct Debit profiles
• Fees>Setup>Parent Defaults – Change payment profile settings and add bank details
• Fees>Invoices>Raise Invoices – DD Collection schedule settings

There is also the functionality of the three direct debit management screens and possibly the need to set up for AUDDIS.

You will need to discuss using Direct Debits with your Bank and obtain the DD Submission File details so that we can validate that the required format is available in Engage Fees.

For more information on working with Direct Debits see the Engage Fees Direct Debits guide.