How to Update a Member's Direct Debit Billing Information

Problem

You need to update the bill payer details (name, address, email address and phone number) on a member's Direct Debit instruction in GoLearn.

Resolution

1. Open the member's profile

   • Find the member in your Members tab and access their profile.

2. Open their financial information

   • Click View all financial information.

3. Select the Direct Debit instruction

   • Locate the Direct Debits section and click the More button against the relevant instruction.
   • Click Update Billing Info.

4. Update the billing details

   • In the Update Direct Debit Billing Information pop-up, update information such as:
     • Title, First Name and Last Name of the bill payer
     • Address Line 1, Address Line 2, City/town, County and Postcode
     • Email Address
     • Telephone

5. Save the changes

   • Click Save. The new details are also sent to L&Z.
   • A green success message appears at the top of the screen: "Success: Direct Debit billing information updated."

Notes

• Fields marked with * (First Name, Last Name, Address Line 1, Postcode, Email Address and Telephone) are required.

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