Direct Debit

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 () > System Settings > Payment Gateways or, prior to WHMCS 8.0, Setup > Payments > Payment Gateways.

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

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.