Once you have your Debitsuccess account activated and have added your client’s card or bank details, you can then setup recurring card & bank account payments for your clients, linked to a membership.
The recurring Debitsuccess payment will be linked/aligned with the same schedule of the assigned membership.
Head to your 'Clients' tab, then choose client
Go to 'Services' tab
Select '+ Assign Membership' and choose the appropriate membership to assign
Enter the 'Membership start date', along with any other changes to the membership on the form and 'Save'.
After assigning membership, select 'Edit' icon and click 'Setup Linked Debitsuccess payment schedule'
Note: payment will be taken on the first day of each period displayed.
Add client Card/Bank info with Debitsuccess
How to process a once-off Debitsuccess payment
How to setup a recurring Debitsuccess payment
How to create Memberships (using different Debitsuccess contract types)
Understanding different Debitsuccess fees
How to check your Debitsuccess payment statuses and adjust schedules
Managing payment suspensions in Debitsuccess
Renewing or extending minimum contracts for clients on Debitsuccess