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CCH Software User Documentation

Direct Debits - Assignments

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Assignments can be flagged to identify Direct Debit bills.

Direct Debit assignments

Assignments can be marked as a Direct Debit, this flag enables Practices to identify which bills are scheduled to be paid by Direct Debit. This flag can be found under Client > Assignments > WIP > Fee Budgets and Repeat Bills.

The assignment can ONLY be marked for either Direct Debit OR an RFP, not both.

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For more information on using this flag during the billing process, please see the topic on Direct Debits in billing.

 

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