Set up debit orders for a learner

Set up debit orders for a learner

Debit orders are set up in the learner's profile under the Billing tab (also known as the third screen). This article covers setting up current-year, previous-year and advance debit orders.

My School > People > Learners > Learners: Learners

Set up a debit order

  1. Select and edit the relevant learner.
  2. Select the Billing tab (The third screen under the learner profile).
  3. Under the Debit Order section, change No to ACB to indicate that the learner will pay via debit order.
  4. Change the status for all the relevant months.
  5. Click Save Changes at the bottom of the page.
  6. Select the learner again and click Edit.
  7. Go to the Accountable Person tab and fill in the banking details.
  8. Indicate the date on which the debit order must go off from the accountable person's bank account.

Frequently asked questions

Can a debtor settle a previous year's debt with a debit order?

  1. Change the No under "Pay outstanding debt with a debit order?" to Yes.
  2. Choose the relevant section and change "Pay with a debit order?" to Yes.
  3. Change the relevant months to ACB and fill in the agreed amount.
  4. Click Save Changes at the bottom of the page.
  5. Select the learner again, click Edit, then go to the Accountable Person tab and fill in the banking details.
  6. Indicate the date on which the debit order must go off from the accountable person's bank account.

Can a debtor pay the following year's fee with a debit order?

  1. Change the No by "Pay in advance with a debit order?" to Yes.
  2. Choose the relevant section and change "Pay with a debit order?" to Yes.
  3. Change the relevant months to ACB and fill in the agreed amount.
  4. Click Save Changes at the bottom of the page.
  5. Select the learner again, click Edit, then go to the Accountable Person tab and fill in the banking details.
  6. Indicate the date on which the debit order must go off from the accountable person's bank account.

Last updated: March 2026 | Version 1.0

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