Page Comparison

1. Select unit

From the estate record, Blocks/Units list:

• Double-click the relevant unit

2. Access Direct Debit screen

First check that the leaseholder details are entered and correct correct, including their bank details

• Click Direct Debit from the toolbar at the top

3. Create new direct debit

Once in the direct debits tab, click on either create new direct debit instruction or enter details of existing direct debit instruction.  

Create new direct debit will create a reference number and pre-populate some of the form from the invoicing frequencies and charges due. By clicking onto ‘calculate’, you have alternative options whereby you can set the percent of recurring service charges. This will then allow you to create the mandate letter for the direct debit instruction.  

The ‘Enter details of existing direct debit’ pulls in existing direct debit information and allows you to delay the next collection if required.  Direct Debit

• Click Create new Direct Debit instruction - see step 4
  
  OR
  
  
• Click Enter details of existing Direct Debit instruction - see step 3a

4. Creating a new instruction & sending the mandate

Various fields will be completed for you

• Reference will be automatically added
  
  
• Collection Amount, Frequency and A/C Details are completed from details already added on the unit
  
  
• Clicking Calculate gives an  alternative option for calculating the Collection Amount - see 4a
  
• Enter the First Collection date
  
  
• Click Send Direct Debit Mandate
  
  The Letter Generator will be displayed - double-click the Direct Debit mandate template to produce it
  
  
• The Mandate Sent date will be automatically entered

5. Marking the mandate as received

When the Direct Debit Mandate has been received

• Click Mark Direct Mandate as received
  
  
• Options are now displayed to allow you to Resent Direct Debit Mandate or Cancel new Direct Debit instruction

6. ??