Get the most out of the V2 Direct Debits portal
Accessing the portal
To check that you are using the most up to date portal, check the URL below:
- V1 portal: no longer available
- V2 portal: click here
To access the latest portal, you simply login with your existing username and password and all data is automatically transferred from the legacy portal.
Resources
We have a number of resources available, including a comprehensive downloadable guide, video tutorials and frequently asked questions, all of which can help you be as efficient as possible when using our portal.
Portal guide
We’ve created a handy portal guide to help you with all the functions, old and new, of our latest portal.
Download our portal guide, click here.
Video Tutorials
We’ve also created a number of video tutorials to help you with the most popular functions of the latest portal.
Just click the relevant video below to begin:
How to add customers
We show you how to add new customers, individually and via uploads
How to add individual collections manually
We show you how to set collections for your customers one at a time
How to upload individual Collections
We show you how to upload individual collections for large numbers of customers at once
How to upload Collection Schedules
We show you how to upload collection schedules for large numbers of customers in bulk
How to use the Summary of Payment report
We show you how to use one of the most versatile reports in the new portal
To watch our full tutorial with a walk through of all areas
of the latest portal, follow the link below:
Full portal tutorial
Switch to the New Portal
No admin required
Enter your current login details to start using the new portal today
Get StartedDownload a Portal Guide
Its quick and easy
Our portal guide will help answer all your questions
Download