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.

This module captures bank details for manual offline processing. It does not process payments automatically.

Supported Features

Type: Manual Entry

One-TimeRecurringRefundsReversals
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3D SecureRemote Update CardRemote Delete CardAddPayMethod API
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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.

Troubleshooting

N/A

Last modified: June 5, 2024