Direct debit payment process

The links below will guide you through the work process. Each link represents a separate task, from which you can navigate to the next step in this process. You can always choose to go back to this page by clicking , or use the link under the Related work process overview.

Before you start

If you want to pay your invoices with direct debit, you must add the correct settings: Get started with direct debit

Set direct debit preferences for a customer

Create and release an invoice

Send deduction information

Send direct debit invoices

Import bank transactions for direct debit

Note

If your bank has a direct connection with AutoPay: Process statements manually via the AutoPay inbox

Optional: View a cash deposit for direct debit

Process bank transactions for direct debit

Optional: Process rejected direct debit payments

Check status of a direct debit invoice

Optional: Resend direct debit payments to AutoPay