Sometimes clients who are being direct debited may want to change how they pay (either Bank Account or Credit Card)… or just update it due to card/account changes, card loss… etc.
It is illegal for the you Business staff to do it for them as they must check various “agreement” checkboxes which are “Binding” !
The client must be presented with a secure page to enter their details and only they can do it.
- Go to “Clients-Direct Debits”
- Select the debit
- Check out the “Next Debit Date” in the schedule below
- Edit the debit
- Set next debit date.
- Save and email client.
When the client opens the email they will be presented with a “Agreement” link from which they can enter new details.
Ideally you’ll have set up a (Email) “Template” in Settings-Templates to assist with repeated use.