13 Direct Debits

This topic describes the information about the Direct Debits screen.

Users can view and manage their Direct Debit instructions, including the ability to cancel active or paused mandates. It provides a consolidated view of Standing Orders within the Recurring Payments inquiry screen, with separate tabs for each.

Users can view key details such as reference, payee, amount, frequency, start date, next collection date, and status. They can also filter records, download data, and access detailed views of individual instructions. The Cancel action is available for Active and Paused Direct Debits, subject to user permissions.

The feature supports both desktop and mobile views, including swipe actions on mobile for quick cancellation. Access is controlled based on user privileges, and an empty state message is displayed when no Direct Debit instructions are available.

By clicking on Manage Columns option available on the screen, user can.

  • Rearrange columns
  • Remove/add specific columns

Note:

  1. Direct Debits are available out-of-the-box for the UK region.
  2. Direct Debits are access-driven for both view and manage functionalities. Screen actions will be enabled based on user role and access management.
  3. Fields on the summary and details pages are configurable through the regional configurator.
  4. Direct Debits are not qualified with OBPM.

Note:

  1. The downloaded report will have the same columns as displayed on the UI as per user preference as well as there will also be an option to modify the column selection while downloading.
  2. The column preferences setup by the user will be saved for future reference i.e., in case the user revisits this screen, the preferred columns will only be displayed in the table.
  3. Swipe gesture is implemented on the Recurring Payments summary page showing actions -Copy, Stop as applicable. This functionality is only supported on mobile devices and tablets.

Navigation Path:

  • From the Dashboard, click Toggle menu, click Menu, then click Payments. Under Payments, then click More Actions, and then click Inquiries , and then click Recurring Payments. Under Recurring Payments click Direct Debits.
  • From the Search bar, type Payment Inquiries – Recurring Payments and press Enter. Under Recurring Payments click Direct Debits.