Digital agreements
Upload your own terms and conditions and attach them to a direct debit. Your customer reads them, ticks to accept and signs once and that one signature covers both your terms and the Direct Debit Authority.
Start sending agreementsTry it: tick, sign, authorise
Your signature applies to the Direct Debit Authority and the Terms and Conditions.
A single signature covers your terms and the Direct Debit Authority.
Upload different terms for each service, package or customer type.
Find both signed documents on the customer's direct debit, any time.
Your terms, ready to go
Add one or multiple agreements. When you create a direct debit, pick the right one from the Terms and Conditions tab that applies to this direct debit.
Upload your own terms for each service, package or customer type.
Choose the right terms from a drop-down as you set it up.
Terms and Conditions
Sent with the authorisation for your customer to accept and sign.
Pair it with Direct Debit Plans
Send a Direct Debit Plan and your customer does the rest. They fill in their own details, accept your terms and sign, so there's no paperwork to chase and nothing for you to type in.
Share a sign-up link for the plan, with your terms already attached.
Name, email, phone and bank details, entered by your customer, not you.
One signature completes the Direct Debit Authority and your terms together.
Signed documents
Records you can find
Open a customer's active direct debit and both signed documents are there: your terms and the Direct Debit Authority. Pull them up any time for your records or a compliance check, with no filing cabinet to dig through.
Signed documents live on the direct debit they belong to.
Show exactly what a customer agreed to, whenever you need to.
Digital agreements let a business attach its own terms and conditions to a direct debit, so the customer accepts the terms and signs the Direct Debit Authority with a single signature.
Digital agreements let you upload your own terms and conditions to Pay Advantage and attach them to a direct debit. Your customer reviews and accepts them in the same step as the Direct Debit Authority, and one signature covers both.
When they complete the direct debit authorisation, they enter their payment details, open your terms to review them, tick a box to accept and then sign. That signature applies to both the Direct Debit Authority and your terms and conditions.
Yes. You can upload multiple versions of your terms, for example one for each service, package or customer type, and choose which one to attach each time you create a direct debit.
Yes. Pair digital agreements with Direct Debit Plans and send your customer a plan to sign up to. They enter their own name, email, phone and bank details, accept your terms and sign, with nothing for you to fill in.
Go to Settings › Digital Agreements in your Pay Advantage account and upload your document. When you create a direct debit, select it from the drop-down on the Terms and Conditions tab. See the step-by-step guide
Open the customer's active direct debit. The signed terms and conditions and the signed Direct Debit Authority are both stored there and can be retrieved at any time for your records or for compliance. See the step-by-step guide
Upload your terms and send your first signed direct debit today. No setup fees, no lock-in.