Direct Debit training

By completing our Direct Debit training, you can ensure you know the Bacs scheme rules, you’re up to date from a compliance perspective, and you’ll be able to deliver an efficient process that reduces failed payments, indemnity claims and time spent on manual admin tasks.

• You handle Direct Debits but haven’t had training in three years or more.
• The scheme rules have changed, and you aren’t sure how this impacts you.
• You’re new to working with Direct Debits. 
• You need to confirm you’ve had training on your Bank’s SUN application.
• You want to be confident in delivering a compliant Direct Debit process.
• You want to reduce lost revenue from missed or failed payments. 
• You want to reduce the risk of reputational damage to your business.

• Up to date information on the latest Bacs scheme rules.
• The knowledge you need to reduce failed payments and missed collections. 
• Efficient ways to deliver the Direct Debit process, giving you back time. 
• Confidence in handling customer queries.
• Understanding of what’s causing your issues, not just how to work around them.
• Less frustration with the Direct Debit process. 
• Answers to your questions from our expert team.

This five-hour course is a complete and thorough review of the Direct Debit scheme, Bacs rules and best practice approaches. It covers sign-up, the instruction, lodgement, the guarantee, collections, Bacs reports, indemnity claims and ongoing management. Courses are run for mixed groups or as a dedicated course for your team.

This two-hour course covers an overview of the Direct Debit scheme and follows the sign-up journey for your customers, reviewing the Bacs rules and best practice around the Direct Debit instruction, guarantee, lodgement and collection.

This 90-minute to two-hour course provides insight into the process and responsibilities when introducing or operating a Paperless Direct Debit Scheme. It covers sign-up methods such as telephone and online, plus KYC, modulus check requirements, and the lodgement and collection cycles.

This 90-minute to two-hour course provides a thorough overview of available Bacs reports. It looks at what information the reports contain, how they should be applied, and what actions you should take in response to them. Understanding these reports will help ensure a streamlined and error-free system.

 A fully tailored training day/days focusing on your specific requirements and including practical guidance and hands-on support. This could include Implementing/Migrating to AUDDIS courses and Launching Paperless Direct Debit (PDD) courses, among others.