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 approved as a source of 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.

 

CPDS CERTIFIED

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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.

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.

Darren Pennington, Billing Development Manager,

ESG (UK)

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.

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

Also interested in Bacs Direct Credit Training?

Read more about our Direct Credit Training Options or contact us today