Direct Debit Collection Online Training

Our online, face-to-face Direct Debit training course provides a thorough overview of the Direct Debit scheme. Courses are delivered by our experienced Training Manager via online platforms such as Zoom, using a mix of learning techniques. These include interactive breakout sessions, online whiteboards, presentation slides, and discussion points. Training materials are provided as required and, after the course, delegates receive a certificate of attendance.

Prior to the course, we will collect details of your specific requirements and objectives. Courses are run at pre-arranged times on a day that suits you or you can attend one of our pre-arranged sessions. Our next Direct Debit In-Depth Course: A Complete Overview will be run online on June 13th 2023. It will be delivered live in 2 sessions (from 10.00 a.m. until 12.30 p.m. and from 1.00 p.m. until 3.30 p.m.) – allowing a break of 30 minutes for lunch. All your questions and queries are welcome. Book your place now!

Unable to join on 13th June 2023? We’re also running a courses on 19th July 2023, 10th August 2023, 27th September 2023, 7th November 2023 or 6th December 2023. 

In-depth learning or a relevant module?

Box Icon Direct Debit In-Depth

Direct Debit In-Depth

This is a full course. Lasting approximately 5 hours and delivered in 2 sessions, it 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 Claim, and ongoing management. Courses are run for mixed groups or as a dedicated course for your team.

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Box Icon Direct Debit Basics

Direct Debit Basics

This 2-hour module 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. It provides a great overview for anyone involved in a Direct Debit System.

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Box Icon Paperless Direct Debit

Paperless Direct Debit

This 1.5–2-hour module 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.

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Box Icon Bacs Reports

Bacs Reports

This 1.5–2-hour module 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.

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Clear and Simple Pricing


Full Course: Direct Debit In-Depth
£300 per delegate
Full Course: Direct Debit In-Depth – GROUP
£900 (for up to 6 delegates)
Module: Direct Debit Basics
£200 per delegate
Module: Paperless DD Overview
£150 per delegate
Module: Bacs Reports £150 per delegate


Please contact us to discuss bespoke online training courses.

Advantages of Online Bacs Direct Debit Training

  • Organised at a date & time to suit
  • Modular content that can be arranged as required
  • Tailored to your individual needs, systems and approach
  • Highly interactive using a range of learning techniques
  • Full supporting documentation provided
  • Learning from the comfort of your home or office
  • Access to an expert trainer
  • Follow-up support from industry experts

Interactive & practical online Direct Debit training

Online Direct Debit training, tailored to your needs, systems & approach

Client Testimonials