Direct Debit - Revision history

SarahK: /* Adding the Direct Debit Payment Gateway */

2022-09-28T19:22:56Z

‎Adding the Direct Debit Payment Gateway

SarahK: /* Adding the Direct Debit Payment Gateway */

2022-09-07T20:18:06Z

‎Adding the Direct Debit Payment Gateway

SarahK at 22:01, 22 March 2022

2022-03-22T22:01:43Z

PeterM at 13:54, 19 August 2021

2021-08-19T13:54:21Z

SarahK at 16:50, 5 August 2020

2020-08-05T16:50:58Z

John: GoCardless module depreciated

2013-07-02T08:47:34Z

GoCardless module depreciated

John: Created page with 'The Direct Debit payment gateway allows for the collection of client's bank details which can then be passed on to your bank for processing. The module is activated under '''Setu…'

2012-06-28T10:26:53Z

Created page with 'The Direct Debit payment gateway allows for the collection of client's bank details which can then be passed on to your bank for processing. The module is activated under '''Setu…'

New page

The Direct Debit payment gateway allows for the collection of client's bank details which can then be passed on to your bank for processing. The module is activated under '''Setup > Payments > Payment Gateways''' as normal.

When a client clicks the payment button on an invoice they are prompted for the following information:

*Bank Name
*Bank Account Type
*Bank ABA Code
*Bank Account Number
*Confirm Account Number

This data can then be viewed from the admin area under '''Reports > Direct Debit Processing''' which can then be passed on to the bank for processing. When a payment is received it will need to be recorded in WHMCS manually as a [[Transactions|transaction]].

The direct debit process can also be automated through the UK gateway [[GoCardless]].

@@ Line 26: / Line 26: @@
 # Go to the appropriate location for your version of WHMCS:
-#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
-#* For WHMCS 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 # Click '''Direct Debit'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 25: / Line 25: @@
 To set up the Direct Debit payment gateway in WHMCS:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
-# Choose the '''All Payment Gateways''' tab.
+#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
 # Click '''Direct Debit'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 1: / Line 1: @@
-The Direct Debit payment gateway allows for the collection of the client's bank details, which can then be passed to your bank for processing. The module can be activated at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''.
+==About this Module==
 <div class="docs-alert-info">
@@ Line 5: / Line 7: @@
 This module captures bank details for manual offline processing. Payments are not processed automatically.
 </div>
 When a client clicks the payment button on an invoice they are prompted for the following information:
@@ Line 18: / Line 50: @@
 When a payment is received it will need to be recorded in WHMCS manually as a [[Transactions|transaction]]. Once a transaction has been added, which marks the invoice as paid, it will no longer been shown within the '''Direct Debit Processing''' report.

@@ Line 1: / Line 1: @@
-The Direct Debit payment gateway allows for the collection of client's bank details which can then be passed on to your bank for processing. The module is activated under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''' as normal.
+The Direct Debit payment gateway allows for the collection of the client's bank details, which can then be passed to your bank for processing. The module can be activated at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''.
 When a client clicks the payment button on an invoice they are prompted for the following information:
-*Bank Name
+When a payment is received it will need to be recorded in WHMCS manually as a [[Transactions|transaction]]. Once a transaction has been added, which marks the invoice as paid, it will no longer been shown within the '''Direct Debit Processing''' report.

← Older revision		Revision as of 16:50, 5 August 2020
Line 1:		Line 1:
−	The Direct Debit payment gateway allows for the collection of client's bank details which can then be passed on to your bank for processing. The module is activated under '''Setup > Payments > Payment Gateways''' as normal.	+	The Direct Debit payment gateway allows for the collection of client's bank details which can then be passed on to your bank for processing. The module is activated under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways''' as normal.

	When a client clicks the payment button on an invoice they are prompted for the following information:		When a client clicks the payment button on an invoice they are prompted for the following information:

← Older revision		Revision as of 08:47, 2 July 2013
Line 10:		Line 10:

	This data can then be viewed from the admin area under '''Reports > Direct Debit Processing''' which can then be passed on to the bank for processing. When a payment is received it will need to be recorded in WHMCS manually as a [[Transactions\|transaction]].		This data can then be viewed from the admin area under '''Reports > Direct Debit Processing''' which can then be passed on to the bank for processing. When a payment is received it will need to be recorded in WHMCS manually as a [[Transactions\|transaction]].
−
−	~~The direct debit process can also be automated through the UK gateway [[GoCardless]].~~