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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.

Written by Alex Millar

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.

Troubleshooting: Bank account details reverting after update

If the bank account appears to revert to the old details after an update, try the following:

  1. Open the customer in Stripe and check the Payment methods section.

  2. If there are multiple bank accounts listed, the wrong one may still be set as the default. Click the three dots next to the correct bank account and select Set as default.

  3. Remove any old or duplicate payment methods that are no longer needed.

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