Create single collection payment profile

TABLE OF CONTENTS

• Introduction
• Create an Other type Payment Profile

Introduction

You can set up Direct Debit profiles in the Payment Profiles screen to manage collections in single or multiple instalments.

Parent accounts must have bank details to use a Direct Debit type profile.

Create an Other type Payment Profile

1. Go to the Fees>Setup>Payment Profiles screen and select the New button.
2. Enter a Profile Description and select Direct Debit from the Payment Method dropdown.
3. Set the Collection Day.
4. Ensure that Monthly, Termly and Annually Billed lines are set to 1.
5. Click the DD Remittance Text for Fees button and complete the details in the Setup DD Mandate text screen manually or add merge fields from the box on the left of the screen, followed by OK to close and update the text.
6. Save the new profile at the top of the screen.
7. You can now use your new profile against bill payer accounts in Fees>Setup>Parent Defaults.

For more information on setting up Direct Debit type payment profiles see the Engage Fees Setup guide Payment Profiles section.