2023 Direct Debit Requirements

2023 Direct Debit Requirements

After being upgraded to Agility Pro 2023, if you use the Direct Debit functionality in Agility Pro, then the following step must be completed to avoid any issues:

For each customer that is set up as a Direct Debit Customer, go to Sales-Ledger Maintenance-Customer Details, search for the customer and then go to the Direct Debits tab:


Set the on drop down to the day the Direct Debit is to be taken:


Note, the dropdown goes to 28, and then 31. 31 will always be the last day of the month regardless of how many days the particular month has.

Once done, save the change by click New or Close 
The above must be done for every customer that is set as a Direct Debit Customer, or the Direct Debit will fail.

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