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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

To allow for collection of service charges, direct debits can be set up.


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 

  • 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.  



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