Set up a Direct Debit Payment Profile

TABLE OF CONTENTS

• Introduction 
• Set up a Direct Debit Payment Profile 

Introduction 

Direct Debit collection schedules are managed in the Payment Profiles screen. 

Set up a Direct Debit Payment Profile 

1. Go to the Fees>Setup>Payment Profiles screen and select New to create a new Payment Profile. 
2. Enter the profile description in the bottom Payment Profile Details pane.
3. Select the Direct Debit option from the Payment Method dropdown option.
4. Set the number of instalments and collection day. Take care to correctly set the Months/Weeks between collections value.
5. If you want a separate collection profile for Extras, deselect the Extras option in the Include panel. 
6. Complete the DD Remittance Text box(es).
7. Select Save 
8. Your profile is now ready to link to bill payer account in Fees > Setup > Parent Defaults. 

For more information on working with Payment Profiles see the Engage Fees Setup guide Payment Profile section.