Direct debit lets your practice collect payments directly from a client's bank account, reducing the need to chase invoices manually. Once a client's bank details are saved, you can initiate payments from within splose without needing the client to be present.
This article covers how to add a Direct Debit payment method to a client's profile and how to pay an invoice using a saved direct debit.
Before You Begin
Direct debit is only available for workspaces in Australia.
You must have Stripe integrated with your splose account before setting up direct debit: Stripe setup article
How to set up a direct debit
Add a direct debit payment method
Follow these steps to save a client's bank account details in splose.
Go to the client's profile.
On the right side of the page, under Stripe, click + Add payment method.
Select AU Direct Debit.
Enter the client's BSB, account number, bank account owner's email address, and full name.
Click Add payment method.
Pay an invoice by direct debit
Follow these steps to initiate a direct debit payment against a saved client invoice.
Go to the Invoices tab and open the relevant invoice.
Click the Pay dropdown and select Direct debit.
Confirm the payment amount and select the saved direct debit payment method.
Confirm the client has approved the payment, then click Initiate payment.
Collect bank details through a form
Instead of entering a client's bank details manually, you can send them a form to enter their own direct debit details. Add a Payment method step to any splose form, and when the client submits it, their bank account details are securely saved to their client record through Stripe, ready to use for direct debit payments. No payment is taken when the form is submitted.
This is handy for onboarding new clients or collecting details from existing clients, without needing them present.
Things to Note
The client must authorise the direct debit before payment can be initiated. splose requires you to confirm this approval in step 4.