Direct Debit Training
Are you considering Direct Debit Training?
Direct Debit is a familiar, long-established and widely trusted payment method. There were 4.8 billion Direct Debit payments processed in the UK in 2023. Organisations collect income via Direct Debit because it is safe, cost-effective, can reduce administration and it puts the organisation in control. Likewise, consumers choose Direct Debit because they don’t have to take an action to pay, it saves time and they are protected by the Guarantee.
When operating a Direct Debit Scheme, Service Users are required to adhere to the Direct Debit Scheme Rules. Ensuring staff understand the rules will help your organisation to get the most benefit from the Scheme.
Developing Skills and Knowledge
Our one-day, Direct Debit training courses have been accredited by Bacs and count towards Continuing Professional Development (CPD) points. They are delivered in-person, either face-to-face or online via Zoom, by our experienced and knowledgeable team.
Our courses develop and enhance the skills of individuals working with Direct Debit. They encourage staff to identify areas for improvement, refine their skills and proficiency and ensure they remain up to date with all the latest developments. Why not provide your team with a conscious and proactive learning opportunity and demonstrate your investment in them.
Collecting money correctly from your payer’s accounts is critical to your relationship with them.
Give your teams the confidence and skills to get it right every time with our Direct Debit training options.
Bespoke & Hybrid
designed for you
Face to Face Instructor-Led
at your offices
Instructor-guided around the UK
for mixed groups
Online Virtual Classroom
instructor-led training
Technical Workshops
in-depth working
Customer Care and Contact
short, focussed sessions
Training Options
For New Starters
Collecting company income and managing customer relationships is a big responsibility. Ensure new staff understand the ‘why’ and ‘how’.
As A Refresher
The Rules are updated every year as a minimum. Keeping staff up to date will ensure your processes remain compliant and streamlined.
When Processes Change
When introducing new software or processes, (e.g. AUDDIS or Paperless DDs) ensure you have the correct knowledge to get it right first time.
Bacs Direct Debit
Training Options
One day, Face-to-face Direct Debit Training
A complete and thorough overview of the Direct Debit scheme, from sign-up, through successful collections to managing Bacs Reports and beyond. This one-day course can be delivered by our experienced trainers at your offices on a date to suit you.
Virtual Direct Debit Training
Accredited Direct Debit training delivered by our experienced trainers in two sessions – either over one or two days. Great for teams based in different locations who need a thorough and detailed overview of the scheme.
Direct Debit Training for Contact Centre Teams
Give your teams the knowledge they need to improve customer support, boost Direct Debit sign-up and help with retention. Our 2 hour, focussed training sessions are for those in a customer-facing role and can be delivered remotely or in-person.
What Our Clients Say…
Gavin and Movimo have supported us with BACS training and consultancy over the past few years. Gavin is very knowledgeable but is able to put this into very practical terms and communicates really well at all levels of an organisation. The advice we’ve had has been very clear and prompt, and users have found the training really beneficial.
Rob HeldreichFinance Director, JCB Finance Limited
Thank you for your time on both days. The training course was great. We have a lot we can improve to make our collections better. The information and content was great. Thank you for sending everything through. Your advice was much appreciated.
Finance Manager, Plymouth Active Lesiure
Absolutely fantastic! Debbie was great – led at perfect pace. Learnt a lot that will help me in my role every day. Now confident in rules of Bacs.
Debbie NicholsonMembership Manager, Chester Zoo
I found the course to be very useful. Being on Zoom meant we could spread it over two days (2.5 hours each day). I liked that flexibility which helped team members who do not work full days. Less intense and tiring than a full day training
Finance Supervisor, Wyboston Lakes
Movimo has delivered BACS process training sessions which were highly informative and well-structured, offering clear insights into the payment workflow and scheme requirements. The materials provided were excellent, with well-explained concepts and practical examples that made learning more engaging. The interactive sessions encouraged trainee participation, reinforcing key points effectively. A well-delivered and valuable session!
Bechir NouiouiiFAST Global Bank
Last month, I attended the Bacs Accredited Direct Debit Training course that was excellently delivered by Gavin Lawrence and Debbie Lane at Movimo. The training was engaging, well-structured and well-delivered, making it easy to grasp even complex concepts around the essential processes of Bacs, Direct Debits and Bacs Reporting. Gavin and Debbie’s expertise and valuable insights were greatly appreciated by our team. Everyone who attended the training took something from it and have all given me positive feedback. Highly recommended.
Billing Development Manager,ESG (UK)
Improving Direct Debit processes
Our Bacs Accredited Direct Debit training provides staff with a complete overview of the Direct Debit Rules. We also focus on practical approaches to improve your set-up. It’s a must if your organisation is hoping to..
- improve collection rates
- reduce errors, indemnity claims or unpaid Direct Debits
- sign-up more payers
- reduce costs
- improve the customer journey
- set-up a new Direct Debit scheme
- introduce process changes such as AUDDIS or Paperless Direct Debits.
See an example of a typical course agenda.
Whatever your role
Training is tailored to your role and experience. Typical course attendees include…..
- Credit Controllers
- Finance Managers
- Cashier Managers
- Accounts Receivable
- Treasury Managers
- Direct Debit Managers
- Membership Managers
- Fundraising Administrators
- Administrators
- Risk and Recovery Managers
- Compliance Managers
- Developers & Application Specialists
- Technology & Operations Specialists
- Account Managers
- Business Development Manager
Frequently Asked questions
What is the purpose of Bacs Accredited training? →
This training will help participants acquire specific knowledge in Bacs scheme rules (Compliance) as well as helping to make the process of collecting more efficient with more payments processed successfully, first time. It also gives people more confidence when dealing with customer queries or issues that arise.
Who is this training for? →
This training is designed for finance teams, marketing and sales teams, as well as customer support and anyone that deals with Direct Debits/ Bacs payments. It’s suitable for both beginners and experienced individuals as we tailor the content of every course to the audience.
How long does the training last? →
The Direct Debit Training is typically 2 sessions of 2.5 hours which can be delivered on the same day with a lunch break or over 2 days. (Mornings or afternoon sessions to suit)
Is this training offered online or in-person? →
We can provide either. On-site courses tend to give better learning outcomes however for teams in multiple locations or those that work remotely then we can provide online.
What materials or resources will be provided? →
Participants will just need to have a way of taking notes although we send summary notes after each course. For on-site courses we can provide a training booklet.
Do you provide a certificate? →
After successfully completing the training, you will receive a certificate of completion which is Bacs Accredited.
What does the training cost? →
The cost of the training may vary depending on the program but for our most popular courses are our standard Direct Debit and Direct Credit courses. The Direct Debit course is £500 for the first 2 delegates with £100 for each additional delegate. The Direct Credit training is £400 for the first 2 delegates and £100 per additional delegate. For On-site courses there is an additional £200 charge and the cost of any associated travel expenses incurred.
What if I need to cancel or reschedule my training? →
We are able to rearrange with you and as much notice as possible is appreciated. For on-site courses we would need 48 hours’ notice but will be as flexible as we can be.
Is there any post-training support available? →
Absolutely. You are always welcome to ask questions, and we can also provide ongoing support through our consultancy service if you needed additional help.
What should I do if I have further questions about the training? →
Just get in touch. We are happy to answer any questions you may have. If you have additional questions, you can reach out to the training team at admin@movimo.co.uk, and we will be happy to assist you!
Also interested in Bacs Direct Credit Training?
Read more about our Direct Credit Training Options or contact us today