Manage recurring receipts

Many clients are now looking to pay their fees using Direct Debits or Standing Orders. The Recurring Receipts feature is designed to assist in this process.

Recurring receipts revolve around three core processes:

• The Direct Debit Mandate (if using direct debits)

• The creation of the recurring receipt

• Posting of the recurring receipts

The Recurring Admin page lists all recurring receipts that have been set up with the ability to Edit, Delete or Suspend existing recurring receipts. It is also possible to add new direct debits or standing orders.

Setup a recurring receipt

1. Navigate to Admin > Banking Administration > Recurring Receipt Admin

2. Click either Add Recurring Receipt DD or Add Recurring Receipt SO to open a client lookup dialog. Enter the client code or client name to select a client.

3. Use the Add New DD/SO dialog to setup the recurring receipt. For more information on this step see Create recurring receipts.

Edit an existing recurring receipt

1. Select the recurring receipt you want to edit from the list. The list item will expand to display the details of the recurring receipt.

2. Make the changes needed and select Save.

3. Alternatively, you can Suspend or Delete a recurring receipt from the Actions column.