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What is a Direct Debit Mandate? A Direct Debit mandate is an instruction from your customer to their bank to authorise you to take payments. It establishes a pre-agreed debit schedule between you and them, for example theyll pay you XX on a set date every month for your services or products.
What to enter in the Reference Number box on the direct debit mandate. You can put any reference number you want here or leave it blank. This is for your own records and isnt compulsory.
A direct debit request form is a legal document that sets out the consent from your customer for you to collect automatic direct debit payments from their nominated card or bank account.
Can we take a Direct Debit Instruction (DDI) via email? No, not by just taking their bank details in an email. You could potentially accept a scanned signed paper Direct Debit Instruction.
What Is A Direct Debit Mandate? A Direct Debit Mandate (or Direct Debit Instruction) acts as an authorisation for payments to be collected from a customer in the future.
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Even though the customer has given permission for your business to take payments from them via Direct Debit, you still have to give Advance Notice. This is normally 10 working before a payment is to be taken, although you can agree shorter notice periods with the customer and your bank.
Usually, you fill in a form and send it to them, or set it up online or over the phone. Theyll let your bank know. You can cancel a Direct Debit at any time by contacting your bank you can sometimes do this through online banking.
You will require the following information: Your name and address. The name and address of your bank or building society. Your bank or building society account number. The branch sort code of your bank or building society (see your debit card or banking app) The name(s) on the account.

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