Direct Debit Manager- Request payment by instalments
Description
This guide explains 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 you request a Direct Debit payment for an invoice, as well as requesting a single payment for an invoice, you can also request payment over a number of instalments, for example for monthly subscriptions.

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

Cause
Resolution

Request payment by instalments

  1. Click Customers then click the required customers you want to request payment for.
  2. On the toolbar click Request DD payment.
  3. In the Manage Direct Debit window, click the invoices you want to request payment for.
  4. Click 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. Click Submit then, to confirm, click Submit and click 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, click Review instalments.

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