Managed IT Services Direct Debit Authorization Form

Automate Your Managed IT Services Billing with Direct Debit

Managing IT services shouldn't mean chasing invoices every month. This Managed IT Services Direct Debit Authorization Form template helps MSPs and IT service providers set up automated recurring payments while clearly communicating service levels, user counts, and cybersecurity protection options.

Built for IT service providers, MSPs, and technology consultancies serving small to medium businesses, this form captures everything needed to authorize direct debit payments while establishing clear expectations around response times, monitoring, and service guarantees.

Why Paperform for IT Service Billing?

With Paperform's conditional logic and calculation engine, you can create dynamic pricing that adjusts based on user count tiers, selected service levels, and add-on cybersecurity monitoring. The form automatically calculates monthly costs and presents clients with clear terms before they authorize payment.

Connect directly to Stripe, PayPal, or other payment processors to handle recurring subscriptions securely. Client payment information is processed through PCI-compliant gateways—never stored in your form—keeping your business protected and compliant.

Streamline with Stepper Workflows

Take automation further by connecting this form to Stepper, Paperform's AI-native workflow builder. When a client submits their direct debit authorization, automatically:

• Create client records in your PSA or CRM system
• Provision user accounts and monitoring tools
• Send welcome packets with SLA documentation
• Schedule onboarding calls and technical assessments
• Notify your billing team for account setup verification
• Add clients to appropriate support queues based on service tier

No code required—just smart automation that keeps your IT services running smoothly from signup to ongoing support.

Designed for MSPs and IT Service Providers

This template is specifically crafted for managed service providers, IT consulting firms, and technology support companies that need to onboard clients with recurring billing. The professional design and clear service level presentation builds trust while the automated payment setup reduces administrative overhead.

Whether you're offering basic help desk support or comprehensive cybersecurity monitoring, this form adapts to your service tiers and makes the authorization process transparent and effortless for your clients.