Build your Bacs knowledge

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Grace Dean
6 years ago
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1 Build your Bacs knowledge Direct Debit training from a Bacs accredited training provider Learn how to set up Direct Debits for the first time Refresh your knowledge of Bacs rules and reports Reduce unpaid or cancelled Direct Debits Ensure you re giving customers the right advice

2 Whether you re a SmartDebit customer or handle Direct Debit collections in-house, our Bacs accredited training provides a great introduction, or handy refresher, to the Bacs process. Join our one-day training course, Direct Debit Made Easy, to build your Bacs knowledge and make your Direct Debit collections smoother. Direct Debit Made Easy takes you through the entire Direct Debit process from set-up through regular collection to managing cancellations and dealing with common issues. Using live examples, the course helps finance teams introduce payment by Direct Debit effectively and optimise existing processes. It s ideal for anyone taking on responsibility for Direct Debit processing for the first time, giving them the knowledge to deal confidently with queries from customers and colleagues. Hundreds of delegates from a wide range of industries have now attended Direct Debit Made Easy training. Here are some reasons why: Accredited SmartDebit is one of just four Bacs accredited training organisations in the UK meaning delegates can be confident the course content meets Bacs strict standards. Engaging Our course is based around interactive exercises so delegates learn by doing in the company of our hands-on trainers. Flexible Attend one of our scheduled courses in our training suite or at selected UK locations, or organise an in-house course for up to 10 delegates (with costs as low as 130 per person). Effective Direct Debit Made Easy makes a difference with past delegates confirming that after attending they have increased the accuracy and timeliness of their Direct Debit collections.

When I was given the task of starting our Direct Debit

There are so many rules, risks and compliance issues.

3 When I was given the task of starting our Direct Debit collections, I found it all a bit daunting. There are so many rules, risks and compliance issues. SmartDebit s training gave me the confidence to manage the process. The trainer was very reassuring and the coursebook has been an invaluable quick reference tool. Definitely recommended!

4 Who is it for? Direct Debit Made Easy is ideal for organisations who are: Introducing Direct Debit as a new means of payment Moving to Paperless Direct Debit Experiencing high volumes of cancellations, indemnity claims or unpaids Migrating payers from another legal entity I went on SmartDebit s Direct Debit Made Easy course soon after I took on the responsibility for managing our Direct Debit collections. The course helped me understand exactly what I needed to do each month, and how to deal with some of the potential issues.

5 What does it cover? Direct Debit Made Easy covers the whole Direct Debit collection process, including: The fundamentals of Direct Debit Understand the benefits and safeguards of Direct Debit, including the Direct Debit Guarantee and how you have to work with each customer. Covers setting up new customers and how to get it right from the start. Bacs and how it relates to Direct Debit Gain a comprehensive view of what Bacs is and how it works including the all-important processing cycle. Understanding Bacs reports Learn about the reports Bacs automatically generates whenever there is a problem with a payment, and how you should respond. Covers unpaids, amendments, cancellations and more. Dealing with indemnity claims Study how to handle and respond to indemnity claims valid and invalid including what information you need to support any counterclaims. Paperless Direct Debit Discover the advantages of Paperless Direct Debit and how to move your organisation to Paperless. All delegates receive one-to-one support throughout the day and a comprehensive coursebook to use as a handy reference tool in the future.

6 Fees * One Day at Regional Venue Per Delegate One Day at Customer s Site (1-6 Delegates) One Day at Customer s Site (7-9 Delegates) One Day at Customer s Site (10-12 Delegates) , , Travel and subsistence costs to be advised in advance and charged in addition VAT to be added to above fees. *10% discount for 3 or more Delegates. Regional courses A place at one of our regional courses costs 425(+ VAT) per delegate. There is a 10% discount for 3 or more delegates. For the latest dates and locations, please visit On-site training On-site training costs depend on the number of delegates. Fees include pre-assessment based on your specific requirements, and all course materials. Additional modules can be developed and costed on request. All fees exclude VAT. Travel and subsistence costs to be advised in advance and charged in addition.

Get in touch Looking for a deeper understanding of Bacs, guidance on getting the most from SmartDebit s tools or a course focused on your own Direct Debit collection processes?

7 Get in touch Looking for a deeper understanding of Bacs, guidance on getting the most from SmartDebit s tools or a course focused on your own Direct Debit collection processes? Our training team can work with you to develop training programmes around your needs. We have worked with a leading high street bank, training managers and business advisors so they could give customers better guidance on the benefits of Direct Debit. us at Training@SmartDebit.co.uk

8 About SmartDebit Streamline payment handling, improve your cashflow and increase customer retention with SmartDebit. We are one of the UK s leading and most trusted Direct Debit bureaux, specialising in timely and efficient payment processing. We help utilities, insurers, IT providers, schools and colleges, charities, and a range of other subscription businesses get paid the correct amounts and make Direct Debit as straightforward as it should be. It s why we re the smart choice for businesses that care about getting payment right. We are a Bacs approved bureau, ISO 27001:2013 certified, authorised and regulated by the Financial Conduct Authority. SmartDebit, Windlesham Court, 51 Guildford Road, Bagshot, Surrey, GU19 5NG Tel: SmartDebit.co.uk Payment Solutions Limited t/a SmartDebit is registered in England and Wales with company number Registered office: Windlesham Court, 51 Guildford Road, Bagshot, Surrey, GU19 5NG. Payment Solutions Limited t/a SmartDebit is authorised and regulated by the Financial Conduct Authority (FCA) under the Payment Services Regulations 2009 (registration no ).

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