Direct debit

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

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.

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.

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.