Direct debit

If direct debit is enabled for the Billing Portal, customers can enter their bank account information to set up automated bill payments.

You can configure which bank account types (checking or savings) are available when users sign up for direct debit payments in the Billing Portal. This is managed through two configuration settings on the direct debit widget, one for checking accounts and one for savings accounts. If an account type is disabled, it is removed from the list of available account types. For example, if only savings accounts are allowed, then only that option will appear.

Setup in Operations and Regulations

Direct debit must first be configured in Operations and Regulations.

  • The Direct Debit feature switch must be enabled in Billing > Setup > General > Feature Switches.
  • Use Billing > Setup > Payment > Direct Debit Setup to set default values that the system uses when processing direct debit payments.

Setup in the Billing Portal

To enable customers to sign up for direct debit in the Billing Portal, the Manage Direct Debit attribute on the Setup > Billing node in the Portal configuration must be True.

If the value is False, the link to sign up for direct debit is not shown in the portal. Users can view their direct debit settings in the portal, but they cannot change them.

See Billing node.

To specify which account types customers can user for direct debit, use the configuration settings for the Rhythm Billing Direct Debit widget. You can allow checking accounts, savings accounts, or both.

See Rhythm Billing Direct Debit widget.

Finally, the Account > Direct Debit node in the BillingService configuration is used to define signup and cancellation policies for direct debit in the Billing Portal.

See BillingService configuration.