You can set different ways for Direct Debit/Standing Order money to be collected. You may offer a third party eyecare plan as well as allowing patients to set up Standing Orders or collect your own Direct Debits. You can set a list of different collection types by navigating to Maintenance, Direct Debit/Standing Order and Collection Methods. When you set up a Mandate for a patient, these options will be available to select in the Mandate.

Fill in the information at the bottom of the page.

1. Select the Collection Type of this method, either Direct Debit or Standing Order. A Direct Debit is when you are in control of taking money from the patient's bank account. A Standing Order is when the patient tells their bank to send you money on a monthly basis, you have no control over the payments, it is all down to the patient and their bank.
2. Select your bank from the dropdown list.
3. Put in the Account Number of the account that will receive the patient's money.
4. Click the '+' button to add the Collection Method.