There are several ways to create a new payer in SmartDebit Pulse. Please note: This must be done in accordance to your New Payer Lead Time.
In order to manually import a payer, you’ll need to go to the "Payers" tab and then select the "Create New Payer" button in the SmartDebit system.
From here, you can complete all of the requested fields, using the information buttons if you require any further clarification.
Once you have completed this, you can complete the instruction. The system will flag up any errors otherwise, this payer will now be successfully set up within SmartDebit.
Payer File Import
You are also able to import new payers via a Payer File Import. This enables you to import a large amount of payers using an excel template which is very handy if you have several payers to import.
For more information on how to import a Payer File, take a look at our article by clicking here.
Online Forms completed by your Payer
Your payers are able to complete online forms themselves in order to create a Direct Debit.
For more information on how your payers can sign up online, take a look at our article by clicking here.
- Keep to hand your lead times; on a sticky note, a desktop or in your phone book – this will save you from missing out on making any of your amendments!
- If you make a mistake with the "Bacs Reference" - this is the only part of an instruction that cannot be amended. Therefore,in this scenario you will need to cancel the existing instruction and create a new instruction using the correct reference.