When your customer receives their invite (via email, link, or QR code), here's what happens on their end.
Step 1: Personal details
They land on your branded "Set Up Direct Debit Mandate" page. It shows your company name and contact details at the top. They enter their first name, last name, address, email, and phone number. They can also choose to set up as a company account.
They must accept the Direct Debit Cancellation Terms to proceed.
Step 2: Bank details
They enter their bank account holder name, sort code, and account number. They must confirm they are the account holder and have sole authority to set up Direct Debits on the account.
The page clearly states that NRTH will appear on their bank statement, payments are protected by the Direct Debit Guarantee, and they can cancel at any time.
Step 3: Confirm and sign
They review a summary of all their details: the creditor (your business), the mandate type (Recurrent), their reference number, and their bank details. They can view the
Direct Debit Guarantee at this point.
They click Verify & Finish to complete.
Step 4: Done
They see a success message confirming their Direct Debit has been set up. They receive a reference number and are told that payment receipts will be sent to their email. Confirmation of the instruction is sent within 3 working days.