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Options for handling clients refusing direct debit payments
Options for handling clients refusing direct debit payments

How to manage clients that resist moving to direct debit payment methods.

A
Written by Alex Millar
Updated over 2 months ago

If your client’s are resistant to change and don’t want to pay via direct debit methods, you have the following options:

  1. Grandfather existing clients: Continue handling these clients manually using your existing process.

  2. Manually manage via Rechargly: Invoices are still created in Xero, even if the direct debit isn’t in place. You can allocate payments against the invoices and adjust the outstanding balance on a quarterly or annual basis.

  3. Client manages their own subscription: If clients refuse to use Rechargly, suggest they contract directly with Xero to manage their software subscriptions.

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