When a mandated direct debit fails, the account enters a collections list due to an
outstanding balance. As collections specialists, you can use the Request Direct Debit bulk action
on an actionable list page to quickly request a new debit from the customer's account, helping to
expedite the collection process and improve overall cash flow.
Required Editions
| User Permissions Needed |
| To request direct debit for a collection plan: |
Collections and Recovery Specialist |
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From the App Launcher, find and select Actionable Lists.
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Click a collection plan list to view the list of collection plans.
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Select one or more collection plans and click Request Direct
Debit.
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To verify that the debit request is submitted successfully, click a collection plan and
make sure that its status is updated.
