What is a Direct Debit batch: A Direct Debit batch is a group of invoices linked to recurring payments that are processed together through BACS and Stripe. It allows you to manage and track multiple Direct Debit collections efficiently
Why do you need to invoice a Direct Debit batch: Invoicing a Direct Debit batch ensures recurring payments are tracked, submitted to Stripe on time, and clearly communicated to payers—while giving you visibility into any failed payments and retry options.
How to invoice a Direct Debit collection:
Follow these steps to invoice a Direct Debit batch
Step 1: Navigate to Invoicing
- Go to Finance/ Invoicing
- Choose your Charge Rate
- Click Recurring
Step 2: Select Payers
- Tick the payers you wish to invoice
- Click +Invoice
Step 3: Set a Due Date
SpeedAdmin applies the following rules:
- Default due date is 24 days (editable).
- Minimum due date is 3 working days (due to BACS processing)
- If the Direct Debit isn’t collected by the due date, the invoice will be marked overdue
Example: If you invoice on 14 November, funds will be collected on 2 December (working days only)
⚠️ Note: First-time collections may take 3–7 working days to clear via BACS
Step 4: Notify Payers
- After invoicing, go to the Invoiced tab
- Identify recurring batches by their badge
- Click the three dots next to the batch > Email
Use pre-prepared templates to inform payers of the upcoming charge
Handling Failed Payments
- After the Entry Date, failed Direct Debits will appear
- Tick Show Failed Payments to view them
- Click the dropdown next to the batch number to see failure reasons
- Click Retry Payment to attempt collection again
- Remember to notify the customer that the retry will occur in 3 days
Click on the drop down arrows next to the batch number to see the failed payments/ details and then you will see the reason as to why the payment failed: