How to Update a Direct Debit Mandate or Reschedule failed/cancelled Direct Debit payments

Here are the steps an individual needs to take to update their Direct Debit mandate on GMS: 

• Login to GMS
• Click the person icon in the top right 
• Select ‘Direct Debits’ in the profile menu
• Click ‘Update’ top right and enter details to ‘Continue’
  
  
  
  
  
  
  Or, for Club Administrators with level 2 or higher permissions:
  

• Go to the People Module > ‘Everyone’ Grid
• Locate the individual and click into their record > ‘Summary’
• From the left menu select the ‘Direct Debits’ option 
• Click ‘Update’ in the top right and enter the details > Click ‘Continue’ to save
• If payments need rescheduling, please see below on how to reschedule these.

  
  

  
  

  
  

  
  

  
  

   

      How to Reschedule failed/cancelled Direct Debits payments

Only users with a level 2 or level 5 permission can access the Finance module.

• In GMS go to Finance module > ‘Payments’
• Filter the search to find member.
• Tick the small circle to the left of the reference.
• This will prompt a ‘ReSchedule’ button > Click.
• A message will ask if they have an active mandate, click ‘Yes’. If they didn't on the next page you will not be able to reschedule.
• The NEXT CHARGE DATE is defaulted 6 days from date of process e.g. process today 1/12/2021 the payment due date is 07/12/2021.  This can be changed to other dates but cannot be before the 6 days to be taken before.
• Click ‘Reschedule Payment(s)’ in the top right.