Amend the Direct Debit remittance advice text for an invoice

TABLE OF CONTENTS

• Introduction
• Amend the Direct Debit remittance advice text for an invoice

Introduction

You can amend the remittance advice text for Direct Debits in Payment Profiles screen.

Amend the Direct Debit remittance advice text for an invoice

1. In the Fees>Setup>Payment Profiles screen select the Direct Debit type payment profile you want to change.
2. In the Payment Profile Details pane, select the DD Remittance Text on the right of the screen. There will only be only one button unless there is a different collection schedule for extras.
3. Change the text in the Setup DD Mandate text. You can enter text manually or use one of the merge fields in the right hand pane.
4. Select OK to update the text and return to the main screen.
5. Select Save at the top of the Payment Profiles screen to save your changes.

For more information on setting up DD profiles see the Engage Fees Setup guide Payment Profiles section.