Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Collections and Recovery
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Request a Direct Debit for Collection Plans

            You are here:

            1. Salesforce Help
            2. Docs
            3. Collections and Recovery

            Request a Direct Debit for Collection Plans

            When a mandated direct debit fails, the account enters a collections list due to an outstanding balance. As collections specialists, you can use the Request Direct Debit bulk action on an actionable list page to quickly request a new debit from the customer's account, helping to expedite the collection process and improve overall cash flow.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To request direct debit for a collection plan: Collections and Recovery Specialist
            1. From the App Launcher, find and select Actionable Lists.
            2. Click a collection plan list to view the list of collection plans.
            3. Select one or more collection plans and click Request Direct Debit.
            4. To verify that the debit request is submitted successfully, click a collection plan and make sure that its status is updated.
             
            Loading
            Salesforce Help | Article