---
title: How do I set up a new member with debit order payment?
description: Set up a new debit order member in South Africa or abroad (manual SEPA, GoCardless, Octiv Pay), track mandates, and check they're on the debit batch.
---
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# How do I set up a new member with debit order payment?
## Add a debit order member, collect their bank details or mandate for your country, and make sure they're on the debit batch.
New members can pay by debit order whether you add them yourself or they sign up through your sign-up widget. What you need from the member depends on your country and your payment gateway. Before each debit batch goes off, check that every new debit order member is on it.
### Adding a debit order member yourself
1. Go to **Members \>\> Manage**, click **Create New** and work through the **Create a Member** wizard. See [How do I set up a new member manually?](https://knowledge.octivfitness.com/how-do-i-set-up-a-new-member-manually-without-the-sign-up-widget?hsLang=en)
2. In the **Payment** step, set **Payment Method** to **Debit Order** and choose the member's **Debit Date**.
3. Fill in the member's bank details for your country (see below), then finish the wizard.
To let members choose debit order when they sign up themselves, tick **Debit Order** under **Settings \>\> Sign Up \>\> Payment Methods**, and choose which debit dates they can pick.
### South Africa
Enter the member's **Bank**, **Account Type**, **Account Number** (their bank account number, not a card number), **Account Name** and **Branch Code**. Your debit batches are then run through your debit order provider. See [How do I manage my Netcash debit batches in Octiv?](https://knowledge.octivfitness.com/how-to-run-your-debit-orders-through-netcash?hsLang=en) or [How do I manage my Three Peaks debit batches in Octiv?](https://knowledge.octivfitness.com/three-peaks-managing-your-debit-batches-via-octiv?hsLang=en)
### Outside South Africa
How the member's bank details are collected depends on your payment gateway:
- **Manual SEPA:** enter the member's **Account Holder**, **IBAN**, **BIC** and **Address**. As with South African debit orders, you manage the debit batches yourself. The member then needs to sign their SEPA mandate:
1. Go to **Accounts \>\> Mandates**, find the member and click **Send Onboarding Link**. Their status changes from **No mandate** to **Created**, and a mandate reference is added.
2. The member gets an email asking them to sign their mandate, with a **Sign Mandate** button.
3. The button opens their **SEPA Direct Debit Mandate** page. It shows the mandate reference, your facility name, their bank details and the mandate terms. Once they've signed, the page shows a green "This mandate has been signed" banner with the date.
4. On **Accounts \>\> Mandates**, their status changes to **Active**. To cancel a mandate, click **Cancel**.
- **GoCardless:** the member accepts a direct debit mandate through an onboarding link. Track mandates under **Accounts \>\> GoCardless Mandates**, where you can **Send Onboarding Link** or **Open Onboarding Link** for each member.
- **Octiv Pay (Stripe Connect):** the member accepts a direct debit mandate by email. Track mandates under **Accounts \>\> Direct Debit Mandates**, which shows when each was sent and its status.
You can also see a member's mandate status on the **Overview** tab of their profile. Until their mandate is signed, a member can't make bookings themselves. Staff can still book them into classes. For managing mandates, see [How do I manage GoCardless / SEPA mandates?](https://knowledge.octivfitness.com/how-do-i-manage-gocardless-sepa-mandates?hsLang=en)
With GoCardless or Octiv Pay, you can also use **Debit Order Subscription**. The member is debited on their own billing date, which works with billing-linked packages. See [Debit Order Subscriptions](https://knowledge.octivfitness.com/debit-order-subscriptions?hsLang=en).
### Check that new members are on the debit batch
1. Go to **Accounts \>\> Debit Batches** and choose the **Location** and the **Batch** (debit date).
2. Check the summary: **Members On This Batch** + **Members Not On This Batch** = **Expected active debit-order members**. If everyone is on the batch, you'll see that there's nothing to report.
3. If anyone is listed under **Members Not On This Batch**, read the **Reason** next to their name. For example, "User does not have an active package for the selected debit batch date".
4. Before you submit, click **Ensure Batch Users Loaded** to add any members who are missing. To add a specific member yourself, click **Manually Add To Batch**.
If a member's debit order still isn't going off, see [Why is a member's debit order not going off?](https://knowledge.octivfitness.com/why-is-a-members-debit-order-not-going-off?hsLang=en)
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