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How to update a client's BECS direct debit bank account

Steps to update BECS debit bank account via Stripe or via the Agreements link.

Alex Millar avatar
Written by Alex Millar
Updated this week

How to change the bank account used for a BECS direct debit

If a client has an active BECS direct debit and needs to change the bank account it comes from, you can either update the payment method yourself or ask the client to update it securely. Choose the option that suits your workflow.

Option 1 — Update it yourself in Rechargly

  1. Notify your client that you will be updating their BECS details on their behalf

  2. Open the Agreements page in Rechargly: Agreements.

  3. Search for the client and click Copy Link next to their agreement.

  4. Input the details and it will save as their new default payment method

  5. If you want to double check, you can check the customer in Stripe and the payment method that's saved.

Option 2 — Ask the client to update their details

  1. Open the Agreements page in Rechargly: Agreements.

  2. Search for the client and click Copy Link next to their agreement.

  3. Share that link with the client so they can securely update their bank details.

  4. The new details will automatically apply to future payments.

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