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?
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.
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.
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.
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.
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
ClearDebit is definitely an organisation that has saved us a lot of money and has provided us with support in moments of need. Direct Debits are our main source of income and for most charities automated processes are not always so reliable, so it’s good that we have ClearDebit as a back-up support.
We have been working with ClearDebit for a few years now and they are very efficient and responsive. They have been a great support to our organisation!
Family for Everychild
We selected ClearDebit in late 2017. The Direct Debit process is managed efficiently and their team of knowledgeable specialists also keep us updated on new developments. They have taken time to understand the needs of HIOWAA and are proactive in giving us relevant advice on BACS scheme rules. We look forward to a long lasting partnership with them.”
Director of Finance, Hampshire and Isle of Wight Air Ambulance
The British Horse Society is the UK’s largest equestrian charity. ClearDebit help us deal with all our Direct Debits for our 100,000+ members, smoothly and efficiently. We feel we are in a really safe pair of hands giving peace of mind. They give great advice and training and whenever we have wanted to action changes they have been able to guide us through the processes smoothly. They have really gone the extra mile for us, are always available for a call in a crisis or just for a chat when we want to think something over. I would highly recommend using ClearDebit to all my Membership counterparts.”
Director of Membership, The British Horse Society
ClearDebit have made our Direct Debit collections hassle free, would highly recommend”