Difference between revisions of "Direct Debit"

Revision as of 22:01, 22 March 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 Configuration () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Products/Services > Payment Gateways.
Choose the All Payment Gateways tab.
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

Server Modules
cPanel/WHM - DirectAdmin - Plesk - Helm 3 - Helm 4 - Ensim - InterWorx - WebsitePanel - Cloudmin
Lxadmin - Virtualmin Pro - XPanel - HyperVM - SolusVM - Cloudmin - WHMSonic - VPS.Net
CentovaCast - SCPanel - MediaCP - GameCP - TCAdmin - Reseller Central - Auto Release - Heart Internet

Registrar Modules
Enom - ResellerClub - Nominet - OpenSRS - ResellOne - OnlineNIC - PlanetDomain - Affordable Domains
TPP Wholesale - TPPInternet - Stargate - Namecheap - NetEarthOne - Bizcn - InternetBS - GMO Internet
12Register - Registercom - DotDNS - WebNIC - Dot.TK - HexoNet - Realtime Register - Registereu
RRPProxy - ResellerCamp - TransIP - Heart Internet - IPMirror - NetRegistry - OVH - VentraIP Wholesale
Email - 101Domain

Fraud Modules
MaxMind - VariLogiX FraudCall - Telesign

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 the client's bank details, which can then be passed to your bank for processing. The module can be activated at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''.
+==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">
@@ Line 5: / Line 7: @@
 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 '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
+# Choose the '''All Payment Gateways''' tab.
+# 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:
@@ Line 18: / Line 50: @@
 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 ==
+''N/A''
+{{modules}}

Documentation