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One-off direct debit template

When setting up a direct debit, it's often necessary to collect a one-off, or initial, payment. This can cover the cost of providing the service the direct debit will cover, until the direct debit can start.

Creating a one-off payment template​

  1. Open a form, and navigate to Templates in the top navigation bar.
  2. Click the Create Template button. A window will open, asking which type of action we want to create a template for.
  3. Select One-off Payment under the "First Capital Cashflow" section, and click the Next button. The template builder for PayBridge's direct debit action will then be shown.
  4. Enter a title, select the amount to pay and comments values. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.
  5. Click the Save button to create the template.