Online Direct Debit Training

Our online, face-to-face Direct Debit Training course provides a thorough overview of the Direct Debit scheme. Courses are delivered by our experienced Training Manager via online platforms such as Zoom, using a mix of learning techniques. These include interactive breakout sessions, online whiteboards, presentation slides and discussion points. Training materials are provided as required and after the course, delegates receive a certificate of attendance.

Prior to the course, we will collect details on your specific requirements and objectives. Courses are run at pre-arranged times on a day that suits you or you can attend one of our pre-arranged sessions. Our next “Direct Debit In-Depth Course: A Complete Overview” will be run online on October 22nd 2020. It will be delivered ‘live’  in 2 sessions (from 10.00 until 12.00 and from 12.30 until 2.30) – allowing a break of 30 minutes for lunch. All your questions and queries are welcome.  Book your place now!

Unable to join on October 22nd? we are also running courses on November 5th 2020 and December 9th. Book now!


In-Depth Learning or a Relevant Module

Box Icon Direct Debit In-Depth

Direct Debit In-Depth

This is a full Course. Lasting approximately 4 hours and delivered in 2 sessions, it is a complete and thorough review of the Direct Debit Scheme, Bacs Rules and Best Practice Approaches. It covers sign-up, the Instruction, lodgement, the Guarantee, collections, Bacs reports, Indemnity Claim and ongoing management. Courses are run for mixed groups or as a dedicated course for your team.

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Box Icon Direct Debit Basics

Direct Debit Basics

This 2-hour module covers an overview of the Direct Debit Scheme and follows the sign-up journey for your customers. Reviewing the Bacs rules and best practice around the Direct Debit Instruction, Guarantee, Lodgement and Collection it provides a great overview for anyone involved in a Direct Debit System.

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Box Icon Paperless Direct Debit

Paperless Direct Debit

This 1.5 - 2 hour module provides insight into the process and responsibilities when introducing or operating a Paperless Direct Debit Scheme. Covering sign-up methods such as telephone and online, it covers KYC, modulus check requirements and the lodgement and collection cycles.

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Box Icon Bacs Reports

Bacs Reports

This 1.5 - 2 hour module provides a thorough overview of available Bacs reports. It looks at what infromation the reports contain, how they should be applied and what actions you should take in response to them. Understanding these reports will help ensure a streamline and error-free system.

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Clear and Simple Pricing


Full Course: Direct Debit In-Depth
£300 per delegate
Full Course: Direct Debit In-Depth – GROUP
£900 (for up to 6 delegates)
Module: Direct Debit Basics
£200 per delegate
Module: Paperless DD Overview
£150 per delegate
Module: Bacs Reports £150 per delegate


Please contact us to discuss bespoke online training courses.

Advantages of Online Bacs Direct Debit Training

  • Organised at a date & time to suit
  • Modular content that can be arranged as required
  • Tailored to your individual needs, systems and approach
  • Highly interactive using a range of learning techniques
  • Full supporting documentation provided
  • Learning from the comfort of your home or office
  • Access to an expert trainer
  • Follow-up support from industry experts

Interactive & practical online Direct Debit training

Online Direct Debit training, tailored to your needs, systems & approach

Client Testimonials