Processing of customer payments by direct debit is initiated by sending the client a link to the payment portal where they can enter their details and card or account information securely. This token can then be used by the client to process customer payments as required.

Customer Registers for Direct Debit

A direct debit request form can be sent to the client using the drop down link in the debtor management search screen. Clicking this will generate an email to be sent to the client.

Please refer to Setting up Ezidebit for more information on how to configure the default text in this email.

Once the customer clicks the link in email, the will be taken to a page to complete the required information.

Once the customer submits the form above, a token will be generated. Once generated successfully, the payment method in banking details will show either ‘card’ or ‘bank’, depending on the option selected.

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