---
title: "How to Get a New DDR Service Agreement Form Signed"
canonical: "https://bizcore.refined.site/space/BCKB/1953693733/How%20to%20Get%20a%20New%20DDR%20Service%20Agreement%20Form%20Signed"
format: markdown
---
> Macro (toc)

# **Overview**

When modifying the details of an entire Payment Plan, such as the frequency, amount or date, it is important that subscribers get updated Direct Debit Authorisation Forms signed by the customer or they consent to the updated Agreement through the Secure Payment Gateway.

It is highly recommended that users also get signed Authorisation for any changes to scheduled Once-Off payments. This guide will assist in ensuring users are creating updated documents to reflect these changes. 

Alternatively, after making alterations to a single payment within a plan, users should make sure they have written or recorded verbal authorisation approving of the changes.

---

Navigate to the relevant customer's Payment Agreement Summary to begin the process of Getting a New Form Signed.

> ℹ️ Refer to [How to Access a Payment Agreement](https://bizcore.refined.site/space/BCKB/1953333301/How+to+Access+a+Payment+Agreement)** **for help locating an agreement.

## **Step 1 - Issuing New Agreement Forms**

Once the user has completed making any significant [Changes to ](https://bizcore.refined.site/space/BCKB/1952972873/How+to+Change+Payments)[a Recurring Agreement](https://bizcore.refined.site/space/BCKB/1952972873/How+to+Change+Payments) they should issue new agreement forms, or retrieve consent from customer’s paying via card:

- Click on the Sources widget inside the Payment Agreement Summary:

![image](media://b96e496b-0ac4-43a7-83d5-3aad4427ae19)

From here users can navigate to the Default Payment Method within the Sources dropdown menu:

- Confirm the default source by hovering over the **Star** ⭐ icon, the information popup will state Default Source:

![image](media://f6bbd9e6-7641-414e-87c0-416d6c7a3d11)

- Once the user has located the Default Payment Method, they can click the **Request Authority **▶️button, next to the Authorisation Link heading:

![image](media://68d7cb88-c000-446a-86f7-769590b8ac01)

The individual or business will now receive an email and SMS with a link to updated Direct Debit Agreement Forms reflecting the details of the payment agreement after any adjustments. Alternatively, customer’s using card will receive a link to the secure payment gateway outlining the terms of the payment agreement where they will need to re-enter their card details to consent to it. The email and SMS will be sent to the contact information listed on the payment source users are requesting Authorisation for.

> ℹ️ Bank account authorisation links that users send to the listed contact will expire 7 days after requesting authority, while secure payment gateway links will expire within 48 hours. Users can generate and send a new link at anytime, simply by clicking the **Request Authority** ▶️ button again.

## **Step 2 - Customer Authorisation**

### **Bank Account Source**

A customer using their bank account can access their updated Direct Debit Agreement Forms through the email or SMS link to review and confirm the changes, affix their E-Signature and click **SIGN**:

![image](media://78ebbb75-fcdc-483b-a53c-770dcf8ac6ca)

![image](media://784e2dc5-dc15-4127-9f49-be55f289094d)

![image](media://e4c2f1ea-c811-4bc5-bc51-e92b29cb77c3)

### **Card Source**

Alternatively, customers paying by card will be sent a Secure Payment Gateway to review and consent to the changes, enter their Card details, and click **SUBMIT**:

![image](media://b89026f5-ad03-4656-9a49-97caa832647b)

![image](media://1c265b81-015f-4975-8b5c-db935659ad8a)

![image](media://734194ab-5d75-49e5-a633-e7bcdcb7825b)

Once the customer has signed the updated forms or provided their card details again, the listed Authorised Date on the Payment Source will update:

![image](media://27d12b3c-c5aa-4304-b363-7d44ca46a4f0)

> ℹ️ If users have made changes to an existing Agreement, they may already see an Authorised Date listed from when the initial Agreement was approved. It is important that the customer consents to the updated Agreement, after which it will change to a date on or after any modifications to the Agreement were made.

## **Step 3 - Accessing Signed Direct Debit Agreement Form**

Users can also access and download the signed Direct Debit Agreement Forms at any time from the Agreement Summary page:

- Navigate to the **Arrow **◀️ icon on the right-hand side of the page, and click on it to open the [Side Panel](https://bizcore.refined.site/space/BCKB/1783857153):

![image](media://7f9e0f0e-1728-4f78-a640-968f40530551)

- In the Side Panel, users can click on the Documents tab, and a list of all forms relevant to the Agreement will be displayed. Documents are listed in descending order with the newest at the top:

![image](media://117f77d1-aa6f-4c54-97fe-19310d5cec55)

- Users can locate the most recent Direct Debit Agreement Form - Signed, To open it from here they can either click on the Open in a New Tab button, the Download button, or simply click on the .pdf to open the document in a popup window:

![image](media://646a4060-1914-4667-b2af-9ebec9dfbd17)