Debit Order Set Up

My School > Learners > Learners

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Debit orders are set up in the learner's profile, under the Billing Tab.

The Billing Tab is also referred to as the third screen

To set up a debit order go to My School > Learners > Learners and select the relevant learner.
Select the Billing Tab and under the Debit Order section, change the No to ACB as this will indicate to the system that the learner will be paying via debit order.
Change the status for all the relevant months and Store Changes at the bottom of the page.
Choose the learner again and click on edit, then go to the Accountable Person Tab and fill the banking details in accordingly.
When filling in the banking details for the Accountable Person, you will also have to indicate on which date the debit order has to go off from the Accountable Person's bank account.

Should there be outstanding monies from a previous year and the accountable person asked that it too, get's paid via debit order you would have to change the No under "Pay outstanding debt with a debit order?" to Yes.
Choose the relevant section and change the "Pay with a debit order?" to Yes.
Change the relevant months to ACB and fill in the amount that was agreed upon.
Store changes at the bottom of the page.
Choose the learner again and click on edit, then go to the Accountable Person Tab and fill the banking details in accordingly.
When filling in the banking details for the Accountable Person, you will also have to indicate on which date the debit order has to go off from the Accountable Person's bank account.

Should a debtor pay in the current year for the following year, you can change the No by "Pay in advance with a debit order?" to Yes.
Choose the relevant section and change the "Pay with a debit order?" to Yes.
Change the relevant months to ACB and fill in the amount that was agreed upon.
Store changes at the bottom of the page.
Choose the learner again and click on edit, then go to the Accountable Person Tab and fill the banking details in accordingly.
When filling in the banking details for the Accountable Person, you will also have to indicate on which date the debit order has to go off from the Accountable Person's bank account.

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