Last editedAug 20214 min read
Merchants often ask us to help them set their customers up to use Direct Debit. In this guide, we provide six simple steps to help you, the merchant, through the entire process.
By following these steps, our merchants have greatly increased customer sign ups, improved cash flow and spent less time on processing payments.
How to set customers up to use Direct Debit
Send advance notice of the switch
Send a Direct Debit request
Send a reminder for customers who haven’t signed up
Follow up by phone for customers who haven’t signed up
Address any customer concerns
Send a personal reminder to any remaining customers
If you're already using Direct Debit, our bulk change process