Direct Debit

About this Module

The Direct Debit payment gateway allows for the collection of the client's bank details, which can then be passed to your bank for processing.

Note
This module captures bank details for manual offline processing. Payments are not processed automatically.

Type	One Time	Recurring	Refunds	3D Secure
N/A

Adding the Direct Debit Payment Gateway

To set up the Direct Debit payment gateway in WHMCS:

Go to the appropriate location for your version of WHMCS:
- For WHMCS 8.0 and later, go to Configuration () > Apps & Integrations or Addons > Apps & Integrations.
- For WHMCS 7.10 and earlier, go to Setup > Products/Services > Payment Gateways and choose All Payment Gateways.
Click Direct Debit.
Check Show on Order Form to display this payment method in the Client Area during checkout.
Optionally, update the display name.
Click Save Changes.

Test Mode

This payment gateway module does not include test mode.

Using this Gateway

When a client clicks the payment button on an invoice they are prompted for the following information:

Account Type
Account Holder Name
Bank Name
Bank Account Type
Sort Code/Routing Number
Account Number
Description
Billing Address

Customer payments that require processing can be viewed in the Admin Area under Reports > Direct Debit Processing. This report can be exported in the CSV format by selecting the Tools option. The data can then be manually passed to your bank for processing.

When a payment is received it will need to be recorded in WHMCS manually as a transaction. Once a transaction has been added, which marks the invoice as paid, it will no longer been shown within the Direct Debit Processing report.

Troubleshooting

N/A

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Documentation