After sending your Xero invoice to the customer, they'll have to follow the steps below in order to set up their Direct Debit:
Registering for Direct Debit on the Access PaySuite Middleware
📌Note: No fields should contain commas (,), apostrophes (‘), quotations (“), or special characters such as & % $ ! ^.
On the invoice email, the customer clicks the Pay Now / Pay by Direct Debit button.
They're redirected to a registration page in the Middleware.
It's important that the customer fills in all the details correctly.
Once the information is filled in, the customer clicks Next.
Confirming the Direct Debit
On the next page, they'll have the chance to change any details that may not be correct and view the Direct Debit guarantee.
Once the customer is satisfied with these details, they click Confirm.
Paying the invoice
The final step the customer must take is to click Pay Invoice. Without performing this step, invoice payments will not be scheduled for collections. (This step will only be required for the initial invoice).
The Check Payments tab page appears. The first invoice payment will now show as pending.
On the Manage Contracts tab, provided the customer keeps the Pay subsequent invoices automatically option selected, which is selected as default, all future invoices will be automatically collected.