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Ensure compliance and efficient processes with our Bacs accredited Direct Debit training.

Direct Debit training

Woman undertaking Direct Debit Training online course

Improve your knowledge and process

Our variety of courses and modules mean you can choose the most relevant option for your team and business or get training on a particular process change.


Whether you’ve got a team to train or want to attend alone, we’ve got a number of ways for you to join us in person or online.

  • Why should I do Direct Debit training?

    By completing our Direct Debit training, you can ensure you know the Bacs scheme rules, you’re up to date from a compliance perspective, and you’ll be able to deliver an efficient process that reduces failed payments, indemnity claims and time spent on manual admin tasks.

  • You should sign up for Direct Debit training if…
    • You handle Direct Debits but haven’t had training in three years or more.
    • The scheme rules have changed, and you aren’t sure how this impacts you.
    • You’re new to working with Direct Debits. 
    • You need to confirm you’ve had training on your Bank’s SUN application.
    • You want to be confident in delivering a compliant Direct Debit process.
    • You want to reduce lost revenue from missed or failed payments. 
    • You want to reduce the risk of reputational damage to your business.

  • What will you come away from Direct Debit training with?
    • Up to date information on the latest Bacs scheme rules.
    • The knowledge you need to reduce failed payments and missed collections. 
    • Efficient ways to deliver the Direct Debit process, giving you back time. 
    • Confidence in handling customer queries.
    • Understanding of what’s causing your issues, not just how to work around them.
    • Less frustration with the Direct Debit process. 
    • Answers to your questions from our expert team.

Ways to join

Regional group sessions:

Join a small, interactive group session at one of our in person sessions across the UK.

Online:

Our online courses are accessible and are also delivered to a small group so that you can engage and learn. 

On-site:

If you’ve got a team to train or need a custom set of courses, we can join you at your office.

Direct Debit in depth is our most popular course


A complete review of the Direct Debit scheme, Bacs rules and best practice approaches provides you with all the knowledge you need.

Choose the training for you

  • Direct Debit In-Depth

    This five-hour course is a complete and thorough review of the Direct Debit scheme, Bacs rules and best practice approaches. It covers sign-up, the instruction, lodgement, the guarantee, collections, Bacs reports, indemnity claims and ongoing management. Courses are run for mixed groups or as a dedicated course for your team.

  • Direct Debit Basics

    This two-hour course covers an overview of the Direct Debit scheme and follows the sign-up journey for your customers, reviewing the Bacs rules and best practice around the Direct Debit instruction, guarantee, lodgement and collection.

  • Paperless Direct Debit

    This 90-minute to two-hour course provides insight into the process and responsibilities when introducing or operating a Paperless Direct Debit Scheme. It covers sign-up methods such as telephone and online, plus KYC, modulus check requirements, and the lodgement and collection cycles.

  • Bacs Reports

    This 90-minute to two-hour course provides a thorough overview of available Bacs reports. It looks at what information the reports contain, how they should be applied, and what actions you should take in response to them. Understanding these reports will help ensure a streamlined and error-free system.

  • Bespoke training focusing on your specific requirements

     A fully tailored training day/days focusing on your specific requirements and including practical guidance and hands-on support. This could include Implementing/Migrating to AUDDIS courses and Launching Paperless Direct Debit (PDD) courses, among others.

Pricing

Course Duration Regional Online On-site
Direct Debit In-Depth 5 hrs £475 + VAT (1 person) £350 + VAT (1 person); £995 + VAT (up to 6 people) £1200 + VAT (up to 6 people); £100 + VAT for each additional delegate
Direct Debit Basics 2 hrs Only available online £200 + VAT (1 person); £600 + VAT (up to 6 people) Only available online
Paperless Direct Debit 90 mins Only available online or as part of a bespoke course £150 + VAT (1 person); £450 + VAT (up to 6 people) Only available online or as part of a bespoke course
Bacs Reports 90 mins Only available online or as part of a bespoke course £150 + VAT (1 person); £450 + VAT (up to 6 people) Only available online or as part of a bespoke course
Bespoke Course 1 day Only available online or on-site £1200 + VAT (up to 6 people); £100 + VAT for each additional delegate Please enquire for pricing

See all our courses and available dates

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