Debit orders are set up by activating them in the learner's profile under the Billing Tab (also known as the Third Screen of the learner profile). This article explains how to set up a standard debit order, as well as how to handle arrear debt or advance payments via debit order.

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How do I set up a standard debit order?

1. Select the learner, click Edit, and navigate to the Billing Tab.

2. Change the relevant months from No to ACB to indicate that the learner pays via debit order.

3. Click Save changes.

4. Select the learner again, click Edit, and navigate to the Accountable Person tab. Click Edit on that tab as well.

5. Enter the accountable person's banking details and select the day on which the debit order must run.

6. Click Save changes.

Frequently asked questions

What does ACB mean next to a month?

ACB indicates that the payment for that month will be processed via debit order. Months that remain as No will not be processed via debit order.

Where do I enter the banking details for the debit order?

Banking details are entered on the Accountable Person tab of the learner's profile. You also select here on which day the debit order must run.

Can a debtor pay both current and arrear debt via debit order?

Yes. Set up the standard debit order for current fees and activate the Pay arrear debt with a debit order option separately for the outstanding debt.