Solution Properties
Solution ID:
200427112429728
Last Modified Date:
Thu Oct 01 13:06:34 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Direct Debit Manager- Request payment by instalments
Description
How to request a Direct Debit payment by instalments. If it doesn't answer your question, you can find further help in our Banking Help Centre.
When requesting a Direct Debit payment, you can take a single payment or collect it in instalments, for example for monthly subscriptions.

NOTE:

To show this feature, ensure you install the latest updates for Sage 50 Accounts.

Cause
Resolution

Request payment by instalments

  1. Select Customers then select the required customers you want to request payment for.
  2. On the toolbar, choose Request DD payment.
  3. In the Manage Direct Debit window, select the invoices you want to request payment for.
  4. Press Request instalments then enter the following information:
    • Number of instalments - The number of instalments you want the invoice split by.
    • Take first instalment from - The date you want to request the first instalment.
    • Then at intervals of - The interval you want between instalments.
  5. Press Submit then, to confirm, press Submit and then OK.
    The Status in the Manage Direct Debit window should now show as Instalment.
  6. To check the details of an instalment request, in the Manage Direct Debit window, select Review instalments.

 

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