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Creating Standing Orders

This guide explains how to create and manage standing orders in TrustistTransfer.

Standing orders are used for repeat payments of the same amount. They can be useful for regular fees, subscriptions, memberships, instalments, or repeat customer payments.

The payer sets up the standing order through their own bank. TrustistTransfer helps you create the request, share it with the payer, and monitor whether payments are being received.

Before You Start​

Before creating a standing order, make sure you know:

  • The customer's name
  • The customer's business name, if needed
  • The payment amount
  • The first payment date
  • How often the payment should repeat
  • Whether the standing order should run forever or stop after a set number of payments
  • Any description or reference you want to include

Standing order monitoring must also be connected on your account.

If monitoring is not connected, TrustistTransfer will ask you to connect your bank before you can create a standing order.

1. Open Standing Orders​

Sign in to TrustistTransfer.

From the payment screen, go to Other Ways To Take Payments.

Select Standing Orders ».

This opens the Standing Orders page.

2. Connect Transaction Monitoring​

If transaction monitoring is not already connected, you will be taken to the Request for Account Information page.

This lets TrustistTransfer monitor the bank account for standing order payments.

You will be asked to select your bank and give permission for account information access.

This access is used to monitor:

  • Transactions
  • Account data

You will need to reconfirm this permission every 90 days. If it is not reconfirmed, monitoring may be disabled.

3. Create a New Standing Order​

On the Standing Orders page, select Create New ».

This opens the Create Standing Order page.

4. Enter the Customer Details​

Enter the customer's name.

You can also enter the customer's business name if this is useful for your records.

The customer name is required.

The business name is optional.

5. Enter the Payment Amount​

Enter the amount the customer should pay each time.

This is the amount used for every payment in the standing order.

For example, if you enter 50, the customer will be asked to set up repeat payments of £50.

6. Choose the Start Date​

Select the Start Date.

This is the date the first payment should be made.

The start date must be an available business day. Weekends and bank holidays cannot be selected.

The earliest available date will usually be at least two working days in the future.

7. Add a Description​

You can add a description if needed.

This is optional.

Use the description to help identify what the standing order is for.

For example:

  • Monthly membership
  • Cleaning service
  • Payment plan
  • Booking instalment

8. Choose the Payment Frequency​

Choose how often the payment should repeat.

The available options are:

  • Weekly
  • Monthly
  • Annually

Choose the frequency that matches the arrangement with the customer.

9. Choose the Number of Payments​

Enter the number of payments if the standing order should stop after a fixed number of payments.

For example, enter 6 if the customer should make 6 payments.

Leave this blank if there is no end date and the standing order should continue until the payer cancels it with their bank.

10. Save as a Preset​

If you often create standing orders with the same details, you can save the setup as a preset.

Select Save As A Payment Preset ».

Enter a name for the preset, then select Save.

This lets you reuse the same standing order details later.

11. Set Up the Standing Order​

When the required fields are complete, select Set Up ».

By selecting this button, you confirm that you have read and accepted the TrustistTransfer terms and conditions.

TrustistTransfer will create the standing order request and show a QR code.

12. Share the Standing Order with the Payer​

After the standing order request is created, you will see:

  • The standing order amount
  • The first payment date
  • The number of payments
  • The payment frequency
  • A QR code
  • A Share PayLink » button

Ask the payer to scan the QR code, or use Share PayLink » to send them the link.

The payer must follow the link and authorise the standing order with their own bank.

13. Wait for Confirmation​

TrustistTransfer will check the standing order status.

If the payer completes the process successfully, you will see confirmation that the standing order has been created.

If the setup fails, the screen will show that the standing order has failed.

If this happens, ask the payer to try again or contact support.

14. View Standing Orders​

Go back to the Standing Orders page to see your standing orders.

Each standing order shows:

  • Customer name
  • Standing order ID
  • Frequency
  • Status
  • Amount

You can search by name and filter by frequency.

15. Standing Order Statuses​

A standing order can show different statuses.

Common statuses include:

  • Pending means the standing order has been created, but the payer has not completed the setup yet
  • Active means the standing order is set up and payments are being monitored
  • Failed means the standing order could not be created
  • Abandoned means the setup was started but not completed
  • Completed means all expected payments have been completed

16. View Standing Order Details​

Select a standing order from the list to view more details.

The details page can show:

  • Customer name
  • Customer business name
  • Payment amount
  • Frequency
  • First payment date
  • Number of payments
  • Description
  • Related transactions

Transactions can show as:

  • Monitored - Found
  • Monitored - Not Found
  • Not Monitored

This helps you check whether expected payments have been received.

17. Use Standing Order Presets​

Standing order presets let you save details you use often.

From the Standing Orders page, select Presets ».

You can create a preset with:

  • Preset name
  • Payment amount
  • Description
  • Payment frequency
  • Number of payments

After saving a preset, you can use it to create a new standing order more quickly.

18. Cancelling Standing Orders​

Standing orders are controlled by the payer through their own bank.

If a payer needs to cancel a standing order, they must do this in their banking app or by speaking to their bank.

You cannot cancel or block a payer's standing order from inside TrustistTransfer.

If a standing order has been cancelled at the bank, TrustistTransfer may later show that the standing order is no longer active.

Common Issues​

I Cannot Create a Standing Order​

Standing order monitoring may not be connected.

Follow the on-screen steps to connect your bank account for transaction monitoring.

I Cannot Select the Start Date I Want​

The start date must be an available business day.

Weekends and bank holidays cannot be selected.

You may also need to choose a date at least two working days in the future.

The Customer Has Not Completed the Setup​

Ask the customer to open the PayLink again or scan the QR code.

They must complete the setup with their own bank.

The Customer Wants to Cancel​

The customer must cancel the standing order with their bank.

TrustistTransfer cannot cancel it on their behalf.

A Payment Is Showing as Not Found​

Check whether the payer has made the payment.

If the payment was made but is not showing correctly, contact support.

Need Help?​

If you cannot create a standing order, or if a standing order does not look right, contact:

[email protected]