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This article outlines how to use the Direct Debit functionality within AgencyCloud, including how to set-up new Direct Debit instructions, create Direct Debit Mandatesmandates, import existing Direct Debit instructions into the system and also how to view and manage all current Direct Debit instructions and payments
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1. Access Manage Direct Debits screen From the Lettings/Rentals main menu: |  | 2. Create Direct Debits file From the Manage Direct Debits screen: The Action column shows the status of the Direct Debit
This can be changed, if required
Save file to allows you to choose where to save the Direct Debits file
Click Process to create the file
Direct debit files are automatically saved
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On opening, the Display mode is set as To process This means details of all Direct Debits payments pending creation, collection, resubmission or cancellation are shown |
| 3. Report option Previously processed Direct Debits can be viewed via the Report option From the Manage Direct Debits screen: Switch the Display mode to Report  Image Removed Image AddedRight-clicking over the file gives further options, shown above Double-click to open the file Right-clicking over the grid headings gives such option as to export the file to an Excel spreadsheet
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