Requesting and Collecting Payments

PDM currently supports two payment collection methods:

1. Manual - If you have a third-party system that you use to collect payments from your customers, or your customers pay by cash, use this payment collection method to manually track the status of payment requests.

2. Direct Debit (selected countries only) - This collection method fully automates request and collection of payments via Direct Debit bank transfer. The service is provided by our partner GoCardless, but is fully integrated with the PDM workflow.

By default, the Manual payment collection method is enabled. To disable it, go to Administration > Payment collection methods in PDM Web and press the Deactivate button.

If the Direct Debit collection method is available in your country, you can enable it by going to Administration > Payment collection methods in PDM Web and pressing the Setup button. You will need to create an account (or link an existing account) for your business with our partner GoCardless. Simply follow the instructions on the screen.

If the Direct Debit collection method is available in your country, you can enable it by going to Administration > Payment collection methods in PDM Web and pressing the Setup button.

You will need to create an account (or link an existing account) for your business with our partner GoCardless. Simply follow the instructions on the screen.

Once PDM has been successfully linked to your GoCardless account, you can begin making payment requests via Direct Debit. For more information on scheduling payment requests, please see this tutorial.