Choose to set up direct debit plans for parents who prefer to spread payment of invoices throughout the year.
Work through the following Fees Billing procedures to generate a direct debit file:
- Manage Direct Debit Plans. Create fixed and variable plans to suit your billing contacts.
- Link Billing Contacts to a Direct Debit Plan. Add billing contact bank details and link each billing contact to the plan that suits them.
- Generate a Direct Debit Payment Schedule. Payment schedules list collection dates and values for each billing contact with a direct debit plan.
- Create a BACS File for Direct Debits. Produce a file for processing direct debits by BACS in your preferred accounting package.
- Once you have created direct debit schedule you can generate pupil invoices.