There are two ways to create Direct Debit (DD) invoices in Moveware.

The first method is automatically via Stripe. For more instructions on how to configure this, please refer to our Stripe direct debit article.

If you use an alternative Direct Debit processor, you can create DD invoices and receipts in a batch. Located on the Invoice Update screen, there is a toggle that can be activated by activating the System Parameter “Use Direct Debit for Storage Accounts”. Once the parameter is turned on, the Invoice Update screen will no longer include unposted invoices from debtors with Pay Method set to DD: 

Following this activation, invoices set to Debtors with Pay Method set to DD will only be seen when the new DD toggle is activated on the Invoice Update screen: 

This new toggle will allow the user to post the invoice and record the payment with only 1 step instead of posting all invoices and manually receipting all the invoices individually. Toggling the DD will bring in two new fields: 

1. The Date field and the calendar button to it’s right determine the date of the receipt. 
   
2. The Account field must select an Undeposited Funds account and determines where the subsequent deposits will use. From the Undeposited Funds account, a Bank Deposit <Link to Bank Deposit> will be used to process these payments. 

Once The new fields are filled in, the user can select all the invoices that will be receipted to the selected account (note, only one Undeposited Funds account can be selected for each posting) and post the journals using the post button. This posting will post all the selected invoices and create and post the receipts for those invoices: 

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