Selecting a fee payer's payment method

Modified on Fri, 16 May at 11:03 AM

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When setting up a fee payer's profile, you can choose their payment method for how they will pay for financial documents. The selected payment method determines how payments are expected and whether any additional fields or messaging appears on the financial documents.

Payment method options

Payment Method	Description
Direct Debit*	Payment is automatically deducted from the Fee Payer’s bank account on a regular schedule. You’ll be prompted to enter a Payment Collection Date, which will appear on the financial document.
Bacs	Payment is made via Bank Automated Clearing Services (BACS), typically via bank transfer.
Standing Order	The Fee Payer sets up regular payments of a fixed amount from their bank account.
Account (Card)	Payment is made through a card payment (credit/debit card) linked to the Fee Payer’s account.
Cheque	Payment is made by cheque, typically manually processed and entered into the system.

*Please note if the payment method = direct debit, you’ll be prompted to enter a Payment Collection Date, which will appear on the financial document as shown below

Best practices when building a fee payer’s profile

Always confirm the preferred payment method with the Fee Payer during setup.
If using Direct Debit, make sure to capture the Payment Collection Date.
Payment method information helps ensure your financial documents contain the right messaging and expectations.

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