---
schema_version: "1"
id: dfc39b586e09c17da68513bdf1e045ba72c67f58193a2f3e6fc9164c2e142425
title: Request a Direct Debit for Collection Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_submit_direct_debit_request.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_submit_direct_debit_request.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8a3300726a2265ac6f73b3d6f4f42891576b58d855c6ecc22da157bb1cee8fe0
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Request a Direct Debit for Collection Plans

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d11464e68">User Permissions Needed</th>
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        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11464e68 ">To request direct debit for a collection plan:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11464e68 ">Collections and Recovery Specialist</td>

          </tr>
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1. From the App Launcher, find and select **Actionable Lists**.
2. Click a collection plan list to view the list of collection plans.
3. Select one or more collection plans and click **Request Direct Debit**.
4. To verify that the debit request is submitted successfully, click a collection plan and make sure that its status is updated.