Virtual Assistant Service Direct Debit Mandate

Finding the right virtual assistant service is just the first step—setting up seamless, automatic payments means one less thing to worry about each month. This Virtual Assistant Service Direct Debit Mandate template is designed for virtual assistant agencies, freelance VAs, and business support service providers who want to streamline client onboarding and billing.

With Paperform, you can create a professional direct debit authorization form that doesn't just collect payment details—it also captures service preferences, task categories, and communication workflows in one clean, branded experience. The form guides clients through selecting their hours package, defining the types of tasks they need support with, and setting up preferred communication channels, all before securely authorizing recurring payments.

For virtual assistant providers serving entrepreneurs, busy executives, and small business owners, this template helps you move away from manual invoicing and payment chasing. Instead, clients can self-serve their onboarding, choose the package that fits their needs, and set up automatic payments in minutes. The conditional logic adapts the form based on package selection, showing relevant questions about task allocation and priority workflows.

This template is ideal for service providers across consulting, business support, professional services, and coaching industries. If you work with clients who need ongoing administrative, creative, or technical support—whether you're a solo VA, a boutique agency, or a growing service team—this form gives you a scalable, professional way to onboard and bill clients automatically.

Once a client submits the form, you can use Stepper to automate what happens next: create a client record in your CRM, send a welcome email with next steps, add them to your project management tool, and schedule their first check-in call—all without lifting a finger. If you need clients to sign a service agreement or terms of service, you can send that document for eSignature via Papersign, keeping everything connected to the original onboarding form for a complete client record.

Trusted by service providers worldwide, this template is SOC 2 compliant and integrates seamlessly with Stripe, PayPal, and other payment processors to handle secure direct debit setup, while Paperform's calculation engine ensures pricing is always accurate based on package selection and any add-ons.