Bulk Set Up of Direct Debit

Bulk Set Up of Direct Debit

We've simplified the management of direct debit for multiple accounts, saving you time and effort.  You can now efficiently set up a direct debit for multiple owner-finance accounts at once.

1. Click on the Finance tab.


2. Click on the Direct Debit tab.

 
3. Click on Setup Direct Debit.


4. Click on Export Pending List to download a file containing all finance owner accounts not yet using direct debit.


5. Review the list, edit as needed, and include all owners who should be set up for direct debit.  Save the updated file to your computer.
6. Click Set Up Direct Debit again and then click on Import Setup File.  Select the file you saved to upload it into Prism.


7. The system will process the file and confirm direct debit for all accounts listed.



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