Direct Debit Agreement Holds

Direct Debit Agreement holds allow you to exclude a Family from a direct debit batch for a selected date range.

***NOTE: This hold feature does not change the amount owed by a Family or 'skip' any amounts owing. It simply means the Family will be excluded from any direct debit batches for the date range specified on the Hold. The Family will still need to make payment an alternative way if they have any amounts owing, or, any outstanding amounts will be picked up in the next direct debit batch after their Hold is ended.***

***NOTE ON HOLD DATES: The date of the hold must match the effective date of the batch. E.g. if you run month direct debit for the account balance and your Calculation date is the last date of the month, the hold date also needs to be for the month.***

How to apply a Hold on a Family's Direct Debit Agreement 

1. From the Family's file, click on the magnifying glass symbol next to their Direct Debit Agreement.

2. Click on "Add Hold".

3. Enter the 'Hold Start Date' and 'Hold End Date' (both required fields). The start date defaults to today's date. The 'Notes / Reason' field is optional. Save.

4. The Family's Direct Debit Agreement will then show as "On Hold" in the 'Manage Direct Debits' section:

and from the Family's file:

NOTE: If the hold is future dated, the "On Hold" notification will not display until the start date of the hold.

All current and previous Holds can be viewed for that Family's Direct Debit Agreement by clicking on the  magnifying glass next to their Direct Debit Agreement.

Direct Debit Batch Display

When a Direct Debit Batch is created, any Holds for the date range of the batch will be displayed.

Viewing All Current Direct Debit Agreement Holds

Go to Administration -> Direct Debit -> View Agreement Holds.

A list of Current Holds will be displayed.

How to Remove a Direct Debit Hold

Go to the family and click on the magnifying glass next to their direct debit to bring up the details. 

Click on the yellow edit folder next to their agreement hold:

Then UNTICK the "Status" box and save by clicking "Update Direct Debit Agreement Hold".

This will remove the agreement hold from the family.

Last updated 10 July 2025