How do I update or change a client's banking detail?

This can be done on the client's profile from the Admin panel.

  1. Go to the client's profile
  2. Select the Summary tab
  3. You should see a new block, called "Debitize"
  4. Click on "Update Bank Details"
  5. Follow the prompts

Here is the tab in the admin panel:

Debitize Client Edit

Was this answer helpful?

 Print this Article

Also Read

Can domain renewals and hosting services be synchronised?

If you are having trouble with double invoicing there is a handy built-in feature for WHMCS that...

Does Debitize send emails to my clients? / Why are there emails in the batch file?

Debitize never sends emails to clients.At the batch authorisation stage (via Sage Pay) you will...

How does the module handle mandates?

Sage Pay requires you to have a signed mandate for your client when you are collecting debit...

How do I install the module?

First, if you haven't already, download the module. Extract the downloaded .zip file Upload...

If there are two different clients in a batch who happens to have the same bank account, how will this be treated by Sage Pay?

If there are duplicate bank account numbers in the same batch it will process it separately. The...