When adding a new customer, an automated Advance Notice letter or email is sent to the customer, if this has been agreed as part of your account set-up.
This advises the customer of the successful setup of the Direct Debit and a copy of this can be viewed in the Communications Tab.
đNote: If you have multiple new customers to add, please see our guides:
Create a new customer
Click the Direct Debits tab on the left hand side.
From the Quick Actions panel, select Create Customer.
Complete the customer information fields, including personal and contact details.
đNote: If Welsh language support is enabled for your account, a Language field is available when creating a customer. Select either English or Cymraeg (Welsh) from the dropdown to set the customer's preferred language. This selection determines the language used for future customer communications.
Click Next: Account Details.
Enter the address and bank details and click Create Customer.
Once the customer has been created, a confirmation pop-up appears to confirm the setup. Click Close on the message and when prompted, select Yes, create contract to continue setting up a contract for the customer.
đNote: To continue creating a contract, proceed from step 4 in the next section.
Create a new contract
Click the Direct Debits tab on the left hand side.
From the Quick Actions panel, select Create Contract.
Choose the Schedule Type and Schedule.
Click Next: Payment Details.
Enter any additional payment details and tick the Contract Authorisation box.
Click Next: Confirmation & Guarantee and select Create Contract.
Once the contract has been created, a confirmation screen appears to confirm the setup and shows its key details:
Bank Reference
Customer Reference
Service User Number
Account Holder Name
Account Number
Bank Sort Code
The confirmation screen prompts 2 further actions:
Click on View Contract to see the contract in the Contracts tab.
Click on Create Payment to create an ad-hoc payment.
đ Note: The View Contract and Create Payment buttons will not be shown on the Contract Created Confirmation screen, when the contract is created through Access Evo Navigator, regardless of your admin role access.