Purpose: It's required to set up payment via direct debit before you can start shipping with Sendcloud. This is a guide on how to change your direct debit payment to a different bank account, after setting up the initial payment. First time setting up your direct debit? Click here to see how.
Step 1: Cancel your current direct debit
In your Sendcloud platform, navigate to Settings > Financial and click on the Direct debit tab. Click on "Terminate Direct Debit" to cancel the direct debit associated with your old account number.
Step 2. Find your oldest open invoice
Once you have terminated your direct debit, go immediately to the Invoicing tab and find the oldest open invoice in your account. You can identify unpaid invoices by the orange "Not paid" button under Status. Click on the View details button.
Step 3. Pay the invoice with your new account number
Once you click on View details you will be directed to the invoice details page, where you can see the open amount, the invoice items and date and where you can download your invoice in PDF or CSV format.
Click on the blue "Pay" button to pay the invoice. You will be redirected to the payment page where you can select your bank.
Step 4. Enter your new bank account details
Once directed to the payment page of your payment provider, select your bank and pay the invoice from your new bank account/account number. Once the payment is complete, all subsequent direct debits will be automatically debited from this new account and the direct debit will be set up. By following these instructions, you will be able to avoid paying the 0.02 verification fee required for setting up your initial payment method.
Step 5. What if I don't have an open invoice to pay?
You can still change your account details, however you will be required to pay a €0.02 verification fee.
If you do not have an invoice in your account which is waiting to be paid, and you wish to change the account number associated with your Sendcloud account immediately, cancel your current direct debit as described in Step 1. Return to the Direct debit tab in Settings > Financial, and you will see the message below.
Click on the blue "Enable Direct Debit" button and you will be directed to your payment provider to enter your account details and pay the €0.02 verification fee to confirm your bank details. For more help, see here.
Once the direct debit is enabled, you will receive a confirmation message: