Skip to main content

Subscription direct debit template

danger

Before enabling Direct Debit actions, ensure you have reviewed the anonymous Direct Debit guidance to verify your form authentication options.

Creating a card 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 Create a Direct Debit under the "PayBridge" section, and click the Next button. The template builder for PayBridge's direct debit action will then be shown.
  4. Enter a title and click the Next button.
  5. Select the PayBridge service to associated with the template and click the Next button.
  6. Complete the additional mappings. These are usually extra fields that the payment provider collects. 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.
  7. After configuring the additional mappings, click the Save button to create the template.