You can invite a client to create a Direct Debit (DD) to pay a certain amount into their Collums Account every month. A DD is an agreement with the client's bank to send a certain amount of money on a particular day each month for a certain number of months.
Once this has been set up, the payments from the client's bank account are logged in Collums - an invoice will be created with an Account item (just like a deposit) and the money added their account. This can then be used to make payments.
The money is collected via Coherent and paid out to you in the same way as online booking deposits and payment links. If you currently use a service such as GoCardless, our integration is a great replacement and will keep your records in one place, saving time with every payment!
Create a Membership Direct Debit
Via the POS or Client card
Click the blue + button at the top of the page next to the clients name and select "Create membership".
Complete the details:
Membership name
Monthly amount
No of monthly payments
Date of first payment
Click "Create Direct Debit"
Client Direct Debit form completion
The client will be sent an email containing a link to a secure page where they can complete their bank details and authorise the DD set up (see screenshot below)..
Direct Debit statuses
The status of Direct Debits can be seen in
The client card>Financials>DD/Membership table
The Direct Debit / Membership Log report
Pending - You have created the DD but it has not yet been emailed to your client (this status should last a few seconds at the very most)
Sent - The DD email has been sent to the client but they have not yet completed it.
Authorising - The client has completed and submitted their form.
Active - The bank has authorised the DD and the £1 has been taken.
Ended - All payments have been received.
Void - The DD has been cancelled
Direct Debit form non-completion
The DD will NOT be set up until the client completes the DD form. The clinic will receive an email notification after 48 hrs if the form has not been completed. You will receive another in another 48 hrs if still not completed.
Note: It can take up to 6 days for a bank to set up a DD. If the date of the first payment passes before the DD has been created, the payment will be triggered as soon as it is ready. Future payments will continue to be taken each month on the date of first payment that you entered.
The cost of a Direct Debit payment is 1% + 20p