Creating one off payments

When setting up a direct debit, it's often necessary to collect a one-off, or initial, payment. This can cover the cost of providing the service the direct debit will cover, until the direct debit can start.

To take an initial payment, use the One-off Payment action under First Capital Cashflow.

Building a one-off payment template

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose One-off Payment under the First Capital Cashflow section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title as 'Initial payment'.

  6. Choose the amount to pay and comments values. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.

  7. Click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

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