> For the complete documentation index, see [llms.txt](https://docs.peakcommerce.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.peakcommerce.com/product/using-peakcommerce/payments-and-payment-methods/direct-debit-payment-method.md). # Direct Debit Payment Method ### Overview Provided in this article are the steps to set up a Direct Debit Hosted Page in PeakCommerce, assigning it to a Profile, making a payment using Direct Debit, and checking the billing system records to ensure it was processed correctly. This article assumes the Direct Debit Hosted Page and Payment Gateway have already been created in the billing system. ### Set up Hosted Page #### 1. Create a Direct Debit Hosted Page * Navigate to Payments > Hosted Pages and click "**Add Payment Page**" * Choose the Direct Debit HP you wish to use from the dropdown list. This list is pulled from your billing system Hosted Pages list. * The Page Name will auto-fill the same name from the billing system. This name may be changed in PeakCommerce. * Type and Version will auto-fill * Partner Admin is not required * Select the Direct Debit Payment Gateway in the billing system from the dropdown list * Adding a Host is not required * Click "**ADD HPM**" #### 2. Assign Direct Debit Hosted Page to a profile * Navigate to **Users > Profiles**, select the profile of choice and click "**Edit**" * Open the **Currencies tab** * In the **Direct DebitUK** Hosted Payment Page field, select the **Direct Debit HP** that was just created from the dropdown list * Click "**Update**" to save the profile Note: Do not make any changes to the Configurations tab for foreign currencies. #### 3. Enable Direct Debit in Profile Permissions This profile must also have the following two permissions set to enable use of Direct Debit. **Pay Invoices** * For customers to pay invoices using Direct Debit, the Pay Invoices with Direct Debit UK setting must be must be marked "Full" on the Pay Invoices tab. **Payment Method Permission** * For customers to be able to view the Direct Debit payment methods they have on file, add a new Direct Debit payment method to their account, edit existing Direct Debit payment methods on their account, or do all of the above, the Bank Transfer Payment Method Permission on the My Account tab must be marked accordingly: View, Create, Edit, or Full. ### Test payment #### 1. Make payment as a customer * **Log in** as a customer with an open invoice. * Click "**Pay an Invoice**" * Enter an **amount** * Choose Pay With **New Payment Method** * Click the Direct Debit option then click "**Continue**" * Fill in the payment information then click "**Confirm**" ### Review the transaction in the billing system *The following instructions are specific to Zuora.* #### **1. Open Zuora** #### **2. Find the customer** * Search for the customer by Name or Account Number. #### **3. Review the Default Gateway** * If the permission on the associated profile has "One-Time Purchase Persistent Permission" set to **Full**, or the user chose to process a one-time payment with the permission "One-Time Purchase Configurable Permission" set to **Full,** then the Default Payment Gateway should not have changed on the profile. #### **4. Review the Default Payment Method** * If the permission on the associated profile has "One-Time Purchase Persistent Permission" set to **Full**, or the user chose to process a one-time payment with the permission "One-Time Purchase Configurable Permission" set to **Full,** then the Default Payment Method should not have changed on the profile. If it is set to **None** or not chosen, the Default Payment Method should be the newly created Direct Debit payment method. #### **5. Check that Direct Debit was used for this particular payment** * Under Transactions, go to the Payments tab, and click on the payment number. Make sure the Payment Method information aligns with the Direct Debit payment information that was entered. * View the Additional Fields and verify that the payment gateway is the Direct Debit one. --- # Agent Instructions This documentation is published with GitBook. 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