Where a family has executed an eDDR (electronic Direct Debit Request) for auto payment of invoices via Transact, they may request to change the associated credit card or bank account for the eDDR.
To support families to change their eDDR there is a standard email template in EnrolNow that can be sent to the family.
- In EnrolNow One (Zoho) search for the child record and open the child record
- Select "Send email" on the child record
- Select "Choose Template"
- Select the template called "Update payment details for automatic payment method" (in the EnrolNow Transact folder) and click "send"
The family will receive an email with a link to the Payrix eDDR form where they will be able to update their payment details. All subsequent payments due for Transact invoices will be drawn from the new bank account.
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