How do I set up a new member with debit order payment via the app?

Known Workflow Gap When a new member selects debit order as their payment method during the sign-up flow in the Octiv app, they are not automatically added to an existing debit batch. This must be done manually by the facility admin. Steps to Add a New Member to the Debit Batch 1. After the new member completes sign-up with debit order selected, navigate to Settings >> Sign-Up >> Debit Order Members . 2. Confirm the new member's debit details have been captured correctly. 3. Add the member to the next scheduled debit batch manually. Confirming Debit Details Were Captured 1. Navigate to Members >> [Member Name] >> Billing and confirm the debit details are present. 2. Navigate to Accounts >> Mandates and confirm an active mandate exists for the member. ⚠ This is a known gap in the platform. Until it is resolved, manual addition of new debit order members to the batch is required after each sign-up. Debit Order Subscriptions Debit Order Subscriptions allow you to bill members through direct debit (Stripe Connect or GoCardless) for billing-linked packages. This means your debit order members can now be on subscription-based billing — just like card members.Debit Order Subscription is now available as a payment type for all billing-linked packages Works with both Stripe Connect and GoCardless Supports weekly and monthly recurring billing, as well as billing-linked packages Existing debit order members can be converted to Debit Order Subscription All mandate workflows remain the sameSetting Up Debit Order Subscriptions 1. Sign-up settings Go to Settings → Sign Up. You'll see Debit Order Subscription listed as an available option for your sign-up flow.Converting an Existing Member If a member is already on a standard debit order, you can move them to Debit Order Subscription: Open the member's profile Select Debit Order Subscription as the new payment type Choose the billing date (match their existing billing date to avoid confusion) Click Submit Their existing mandate will be converted and carried over — the member does not need to sign a new mandate.Changes to the Accounts SectionSubscriptions Page All your members now appear in one place on the Accounts → Subscriptions page, regardless of payment type. You'll notice the following changes: A new Payment Type column showing whether a member is on Card, Cash/EFT, or Debit Order Subscription A Payment Type filter to view only a specific type The Card Status column has been removed — card statuses now have their own pageCards Page Card statuses now have their own dedicated page at Accounts → Cards for faster loading and easier management. Here you can see which members have a linked card, whether it's active, expiring soon, or expired — and open the onboarding link if a member needs to re-link their card.Mandates Page The Accounts → Mandates page has not changed. All mandates still appear here, regardless of whether a member is on a standard debit order or Debit Order Subscription.How Mandate Workflows Work Mandate workflows remain the same as before: When a staff member creates a new member on Debit Order Subscription, the member receives an email with a mandate to sign When you convert an existing member to Debit Order Subscription, they receive an email to sign a mandate (if one isn't already in place) If a member has not signed their mandate, they will not be able to book classes Nothing has changed in this process — the same rules apply Stripe Connect Debit Orders are now submitted 2 days before the debit batch date This used to be 6 days INVOICES