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.

1. Confirm the new member's debit details have been captured correctly.
2. 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.

1. 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.

For information on the new Debit Order Subscription payment type (subscription-based direct debit for GoCardless and Stripe Connect), see Debit Order Subscriptions.