| 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. |
Resolution | Request payment by instalments - Click Customers then click the required customers you want to request payment for.
- On the toolbar click Request DD payment.
- In the Manage Direct Debit window, click the invoices you want to request payment for.
- 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.
- Click Submit then, to confirm, click Submit and click OK.
The Status in the Manage Direct Debit window should now show as Instalment. - To check the details of an instalment request, in the Manage Direct Debit window, click Review instalments.
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