Creating Direct Debits in iC2 Revenue App via Ezidebit

Let’s take a step by step look at how to create direct debits in iC2 Revenue using the Ezidebit payment solution. We have integrated iC2 with Ezidebit for seamless payment processing of upfront fees and Annual Advice Agreements.

Step 1: Create a New Direct Debit

From the Left Menu, select Direct Debit.

Click the ‘Create Direct Debit’ button.

Step 2: Fill Out Direct Debit Form

Fill out the Direct Debit Request (DDR) Form

As iC2 Revenue App is connected to your primary client CRM, you will be able to search your client and pre-fill all the client details from your CRM (Xplan, iC2, Worksorted).

Please ensure you upload a copy of your signed Annual Advice Agreement (AAA) to the direct debit.

Step 3: Copy & send the payment Link

iC2 Revenue App will generate a payment link to be sent to your client.

You can email the link to your client to input the bank account or credit card details and signed the direct debit agreement.

Important: iC2 Revenue App does not collect or store any payment details. All payment details are handled by the Ezidebit payment gateway.

Once created, you will see a new direct debit with the status ‘Awaiting Signature’.

Step 4: Upload Signed DDR

Once signed by your client, the status will be updated to ‘Active’.

Ezidebit will email you a copy of the signed DDR. Upload a copy of the signed DDR Form for compliance checks.

Ezidebit’s risk team may contact you or the licensee for copies of the signed DDR Forms.