Difference between revisions of "Direct Debit"

Latest revision as of 19:22, 28 September 2022

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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Lxadmin - Virtualmin Pro - XPanel - HyperVM - SolusVM - Cloudmin - WHMSonic - VPS.Net
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Email - 101Domain

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Gateway Modules
2CheckOut - AsiaPay - Auth.net Echeck - Authorize.net - Authorize.net CIM - Bank Transfer - BidPay
BluePay - BluePay Echeck - BluePay Remote - Boleto - CashU - CC Avenue - ChronoPay - Direct Debit
EMatters - E-Path - eProcessingNetwork - eWAY Tokens - F2B - Finansbank - GarantiBank - Gate2Shop
Inpay - InternetSecure - IP.Pay - Kuveytturk - Modulo Moip - Mail In Payment - Merchant Partners
Merchant Warrior - IDEALMollie - Moneris - Moneris Vault - Skrill 1-Tap - NaviGate - NETbilling
Netregistry Pay - NoChex - Offline Credit Card - Optimal Payments - PagSeguro - Payflow Pro - Pay Junction
Paymate AU and NZ - Payment Express - PayPal - PayPal Card Payments - PayPal Express Checkout
PayPal Payments - PayPal Payments Pro - PayPoint.net (SecPay) - Payson - Planet Authorize - ProtX VSP Form
PSIGate - Quantum Gateway - Quantum Vault - SagePay - SagePay Tokens v2 - SecurePay
SecurePay AU - Secure Trading - TrustCommerce - USA ePay - WorldPay - WorldPay Invisible

@@ Line 1: / Line 1: @@
-The Direct Debit payment gateway allows for the collection of client's bank details which can then be passed on to your bank for processing. The module is activated under '''Setup > Payments > Payment Gateways''' as normal.
+==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.
+<div class="docs-alert-info">
+<span class="title">Note</span><br />
+This module captures bank details for manual offline processing. Payments are not processed automatically.
+</div>
+<table class="table" style="text-align:center;margin:1em 1em 1em 0;background:#F9F9F9;border:1px #AAA solid;border-collapse:collapse;width:100%;">
+<tr>
+<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Type</th>
+<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">One Time</th>
+<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Recurring</th>
+<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">Refunds</th>
+<th style="border:1px #AAA solid;padding:0.2em;background:#F2F2F2;text-align:center;">3D Secure</th>
+</tr>
+<tr>
+<td style="border:1px #AAA solid;padding:0.2em;" colspan="5">N/A</td>
+</tr>
+</table>
+== 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 (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|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 [[Transactions|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 ==
-*Bank Name
+''N/A''
-*Bank Account Type
-*Bank ABA Code
-*Bank Account Number
-*Confirm Account Number
-This data can then be viewed from the admin area under '''Reports > Direct Debit Processing''' which can then be passed on to the bank for processing. When a payment is received it will need to be recorded in WHMCS manually as a [[Transactions|transaction]].
+{{modules}}

Documentation