Direct Debit - Setup / Update External Facing

Direct Debit Setup

Direct Debit is a payment method offered in both Australia and New Zealand. Direct Debit can be set up via two methods: 

1. Through Microsoft CSP Onboarding
2. Indepentally through PRISM

In this article, you will be shown these two methods, plus

• How to update your direct debit details once registered
• Direct Debit Frequency
• Direct Debit Credit Card Surcharges

Setting Up Direct Debit whilst onboarding for Microsoft CSP

• Once you have requested to onboard for Microsoft CSP, an email will be sent to you asking you to register your Direct Debit information. 

• By clicking the registration link, you will be presented with the B point form (Customer Billing Website) 

• The registration page has some of the mandatory fields prepopulated; these reference fields link the direct debit details back to your customer agreement within PRISM, please do not edit or remove these GUID links.
• You can select from two payment methods, by toggling between these options, several mandatory fields will be shown for completion:
  • Credit Card
  • Bank Account

• Terms and Conditions are available for review.

• On accepting the terms and conditions, you will receive an email to confirm the registration.

• On confirming the registration, the Direct Debit setup has been completed.

Indepetally Setting up Direct Debit

To set up your Direct Debit details, please complete these steps: 

• Log In to PRISM and click on Customer Management

• Select the View from the customer list for your Service Provider account.

• On clicking View, Navigate to the customer details page to access the Set Billing Details Tile. Clicking on the tile opens the option to either email the Bpoint Access page to your Finance Team, or you can personally click the link to access the customer billing website.

• Once you are on the Customer Billing Website, you can choose to update the Payment Method as required.

Credit Card Option:

Bank Account Option: 

• Once you have submitted the Payment option, the associated Terms and Conditions are displayed for your review and acceptance.

• Once reviewed and accepted, click on Next to trigger an email verification.

• Verify by clicking on the link in your email to verify your email and complete the registration.

Note: The link will expire in 7 days. If you have not verified your email within 7 days, please contact your account manager to reissue a new email.

• Once verified, your payment method has been updated, and the below confirmation screen is presented.

Updating Direct Debit Options:

To update your Direct Debit details or alternate between credit card-to-bank account or vice versa, please complete these steps: 

• Log In to PRISM and click on Customer Management

• Select the View from the customer list for your Service Provider account.

• On clicking View, Navigate to the customer details page to access the Set Billing Details Tile. Clicking on the tile opens the option to either email the Bpoint Access page to your Finance Team, or you can personally click the link to access the customer billing website.

• Once you are on the Customer Billing Website, you can choose to update the Payment Method as required.

Credit Card Option:

Bank Account Option: 

• Once you have submitted the Payment option, the associated Terms and Conditions are displayed for your review and acceptance.

• Once reviewed and accepted, click on Next to trigger an email verification.

• Verify by clicking on the link in your email to verify your email and complete the registration.

Note: The link will expire in 7 days. If you have not verified your email within 7 days, please contact your account manager to reissue a new email.

• Once verified, your payment method has been updated, and the below confirmation screen is presented.

Direct Debit Frequency

Direct Debit runs occur periodically; there are 3 Direct debit runs occurring each month

Dates: 10th, 20th, and last day of the month.

Surcharge for Credit Card Transactions

Surcharge for Credit card transactions: 

Master card / Visa - 0.76%

Amex - 1.95%

Note: no surcharge for bank account direct debits.