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.

 
​Related articles:
​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