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Approve Periodic Direct Debit

To approve a periodic direct debit that is in a Pending Approval status, follow the steps below.

Use Method 1, 2 or 3 to approve several periodic direct debits at the same time.
STEP ACTION
1 Go to the Receivables > Periodic Direct Debits screen
2 Click View > Pending Approval from the Control Bar to view all periodic direct debits Pending Approval. If required, you can further refine the periodic direct debits on screen by using Filter or Sort: 
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3 Use one of the following methods to approve the periodic direct debit:
  • Method 1: Select the periodic direct debit(s) and click Approve on the Control Bar
  • Method 2: Right-click on the periodic direct debit(s) and click Approve on the Context Menu
  • Method 3: Select the periodic direct debit(s) and click Actions > Approve on the Control Bar
  • Method 4: Click on the periodic direct debit to display the View Direct Debit Detail screen and then click Approve on the Control Bar
RESULT: A confirmation message is displayed advising that the periodic direct debit(s) has been approved and the periodic direct debit status changes to Active.