Change a contact’s payment profile to pay invoices by Direct Debit

TABLE OF CONTENTS

• Introduction
• Change a Contact’s payment profile to pay invoices by Direct Debit

Introduction

If you have already set up your Direct Debit profile in Fees>Setup>Payment Profiles screen, you can allocate it to a parent in the Parent Defaults screen.

Change a Contact’s payment profile to pay invoices by Direct Debit

1. Go to the Fees>Setup>Parent Defaults screen and select the bill payer account in the main grid.
2. In the Payment and Bank Defaults pane, select the correct Payment Profile from the dropdown.
3. If the contact is not currently set to a DD type profile, you will need to add their bank details in the bottom pane before you can save the profile change.

For more information on allocating DD profiles to bill payers see the Engage Fees Setup guide Parent Defaults section.