In this article, we are going to cover how you can amend a Customer's bank account details when they pay by Direct Debit
Please note - as required under banking regulations, when you change a members's Direct Debit details, they will receive automated confirmation from the Direct Debit provider (ClubRight Pay or GoCardless)
Step 1:
We are firstly going to remove the current bank account details:
Locate your member from the member's menu
View the Payments tab on their profile page
Click "Cancel this mandate"
ClubRight Pay:
GoCardless:
Step 2:
Now we are going to enter the new bank account details:
Clubright Pay:
Click the Payments tab (if you are not still at that screen)
Click Reinstate Mandate
Enter the Customers NEW Account Name, NEW Account Number (must be 8-numeric digits) and NEW Sort Code (must be 6-numeric digits)
Ensure the "I Agree" tick box is confirmed
Select Confirm
Where to reinstate the DD mandate:
The new details are checked live via the bank check facility. If you see any error messages, please check and confirm the details again and re-try. If you continue to see error messages, it is likely you have been given incorrect account details, or the member's new account does not support Direct Debits.
GoCardless:
Go to the Memberships Tab, Summary page
Click "Pay by Direct Debit"
You will now be taken to the GoCardless portal to enter the new bank account information
Follow any on-screen prompts and complete the entry of the NEW details
Return the to Clubright page and follow onto Step 3
Step 3:
Now we need to check that the membership is all set for Direct Debit!
If your member screen displays red, like in the image below, this could be because the subscription has been cancelled previously, or there is an amount that is already overdue, or due imminently.
If the "Pay By Direct Debit" button is available, click this to re-set the schedule for ongoing payments.
Click "Pay by Direct Debit" to re-set the ongoing payment schedule:
If after setting up the payment schedule, your member still remains red and overdue, then there is most likely an imminent amount due, or an amount that was due in the past. Here you should click "Collect One Off" to take that payment via Direct Debit, or you can collect this via the till:
Note: If you use Harlands or DFC you will need to contact these company's directly to change the bank information for customers.