JoinIn user guide: How do I set up a new Direct Debit or payment method?

Setting up a Direct Debit or payment method through your JoinIn online account is simple. Follow the steps below to learn how.

Note: If you're having issues with the set up of a Direct Debit, then you can skip to our troubleshooting section.

Steps

Sign into your JoinIn account via https://app.joinin.online
Go to Account > Settings > Payment Methods from the side menu
Select the organisation to set up the Direct Debit mandate for
Click on the Set up button, enter the required bank details and proceed to finish.

Note: Your provider may be either GoCardless, London & Zurich or PayPal depinding on the organisation's payment method preferences.

PayPal process card payments only and therefore please note that this payment method is not a Direct Debit payment method.

Once your payment method has been successfully set up you will receive an email confirmation directly from the payment provider.

Troubelshooting - My details are not being accepted

The following guidance can help to resolve issues with submitting a Direct Debit form with either London & Zurich or GoCardless.

Account Holder Name longer than 18 characters
The bank account holder name is restricted to 18 characters; this restriction is enforced by BACS, and includes the spaces between characters.

To avoid possible issues with verifying the bank account name, enter the name exactly as it appears on the the bank card or statement.

Invalid characters

Avoid entering invalid special characters into the form; for example, "£"$ +...
If you have a joint account with an ampersand (&) in the account name, replace this with the word "and".

Postcode
If you're having issues entering a postcode, check you are using the standard postcode convention: all capitals and a space between the two sections of the postcode. For example, bn11aa may be rejected, but BN1 1AA will be accepted.

If electronic Direct Debits are not supported by your customer's bank

Error: Your bank account does not support electronic direct debits. Please use alternative bank account details, or contact your bank regarding for advice on electronic direct debits.

This error means your bank account does not allow digital signups via a webform and instead requires Direct Debit signups to be submitted using paper or e-documents only; this will be a limitation of the bank account type.

In this situation you will need to provide different bank account details.