Setting up BACS Payments on Proposals in the UK
Setting up BACS payments for proposals to be accepted by clients is simple:
First check you have the payments feature enabled on your account under Settings → Payment Gateway (you will need to have administrator access).
Once this is enabled create a proposal, or edit a draft one and you will see "allow direct debits" as an option in the payments tab of that proposal. Turn on the toggle and your clients will be able to enter their bank details on this proposal
You can also enable direct debit payments on awaiting acceptance in the Invoices & Payments tab of a proposal that is awaiting acceptance by clicking "Manage Payments". See the below video for how to do this:
Finally, if you want to move an active proposal to use BACS payments, there are a few options to do this listed here. We would suggest the collecting your clients details using the client payment portal is the most secure method (option 3 in the article).
Signing up for BACS payments - Clients Experience
When you send a proposal to your client (or have them enter their payment details via the client payment portal) they will be asked to securely enter their bank details and address (or post code) and confirm the direct debit mandate.
Have a look at the below video of the client experience on the proposal accept page.
Once they have confirmed the mandate, they will also receive a mandate confirmation via email to the email address listed on the proposal or entered into the email field if no email is specified.
The mandate confirmation email appears as below within 24 hours of a new BACS mandate. Please see an example below.
Finally, they will also receive an email 1 day before each scheduled BACS payment to their billing email address. Please see an example below.
Example email for Mandate confirmation
Example email for an Upcoming Payment
Please note: These "Upcoming Payment" notification emails cannot be disabled as it is a requirement in the UK for legal compliancy. These compulsory notifications also do not get logged in the invoice activity.