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.

Supported Features #

Type: Manual Entry

Adding the Direct Debit Payment Gateway #

To set up the Direct Debit payment gateway in WHMCS:

1. Go to Configuration () > Apps & Integrations or Addons > Apps & Integrations.
2. Click Direct Debit.
3. Check Show on Order Form to display this payment method in the Client Area during checkout.
4. Optionally, update the display name.
5. Click Save Changes.

Test Mode #

This payment gateway module does not include test mode.

Using this Gateway #

Clicking the payment button on an invoice prompts the client for the following information:

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

You can view a list of customer payments that require processing in the Direct Debit Processing report at Reports > Reports. You can export this report as a .csv file by selecting Tools and manually send the data to your bank for processing.

When you receive a payment, you must manually record it in WHMCS as a transaction. This will mark the invoice as paid and remove it from the Direct Debit Processing report.

Last modified: December 20, 2024