Utility Direct Debit Mandate Form

Managing utility payments doesn't have to mean remembering due dates or writing checks every month. Our Utility Direct Debit Mandate Form makes it simple for utility companies to offer customers a seamless automatic payment experience—complete with meter reading submission, flexible payment options, and paperless billing consent.

Built with Paperform, this template is perfect for electricity, gas, water, and telecommunications providers looking to reduce late payments, improve cash flow, and offer customers the convenience of set-and-forget billing. Whether you're a municipal utility, a private energy supplier, or a multi-service provider, this form handles everything from account verification to payment authorization in one clean, professional flow.

The form captures essential customer and account information, collects current meter readings (with support for multiple meter types), lets customers choose between fixed, variable, or estimated payment plans, and includes clear consent checkboxes for direct debit authorization and paperless billing. Conditional logic ensures customers only see relevant fields based on their payment preferences, creating a streamlined experience that reduces drop-off.

Once a customer submits the form, you can use Stepper to automate the entire onboarding process—create the direct debit mandate in your billing system, send a confirmation email with payment details, update your CRM, and trigger welcome communications for paperless billing subscribers. Integration with accounting platforms like Xero, QuickBooks, or Stripe means payment details sync automatically, reducing manual data entry and the risk of errors.

For utility companies managing high volumes of customer sign-ups—especially during seasonal campaigns or new service area rollouts—this template saves hours of administrative work while providing customers with a modern, mobile-friendly experience. The form can be embedded on your website, shared via email campaigns, or linked from your customer portal, and Paperform's calculation engine can even show customers estimated monthly costs based on their usage data.

Trusted by utility providers worldwide, this template is SOC 2 Type II compliant and supports the secure handling of bank account information through integrations rather than direct capture. Customize the form to match your brand, add your logo, and adjust the payment options to fit your billing cycles—all without writing a single line of code.