Setting up Payment Collection Methods
To view the payment collection methods, in PDM Web go to Menu > Administration > Payment Collection Methods.
To set up Manual payment collection, simply click Activate.
This method allows users to schedule regular payment requests and notify customers.
Use the Manual method to update the status of your payment requests when payments are received and when requests fail or are cancelled.
To set up Direct Debit collection PDM uses GoCardless - the UK’s leading Direct Debit provider.
To set up this payment collection method you will need to create or login to an existing GoCardless account and connect this to PDM.
To get started, simply click Setup... and follow the prompts on screen.
Click Connect GoCardless to open a new window. Enter the relevant details on the GoCardless site.
If already have an account, you can sign in here.
If you don't have an account, it's easy to set it up. Sign-up is free.
Once you're signed in, follow the on-screen instructions to set up the Direct Debit mandate.
Once setup is complete, go back to PDM Web and click Refresh to check the latest status.