Once you have created a contact record for your security deposit holders, you can start adding details and receipting deposits.
Add Direct Debit Payment Method
To add Direct Debit as a payment method for this contact you can follow the below steps:
-
Go to the contact record of the deposit authority
-
Scroll to Disbursement Preferences on the contact record menu
-
Click Add a Payment Method
-
From the drop-down select direct debit
-
Click Add Payment Method
Receipting the bond under the assumption that the funds have been received in Trust
Disbursement to the bond authority with direct debit payments