Before updating a bank reference, you must first obtain the account holder’s permission. Updating these details will automatically cancel their existing Direct Debit and generate a new mandate.
The customer’s bank will notify them of this change. Depending on your pricing structure, a new setup fee may also be applied.
Edit a bank reference
Click the Direct Debits tab on the left hand side.
Scroll down to the Quick Actions panel.
From the Quick Actions panel, select Amend Contract.
Click Choose a customer and search by name, email address or reference.
Click Choose a contract and select the active contract to amend.
Select Edit Bank Reference and a note will show the current bank reference.
Enter the new bank reference in the New Bank Reference field.
📌Note: The Bank Reference must be 6–18 characters long, start with a letter or number, and contain only letters (A–Z), numbers (0–9), spaces, and the characters &, -, and /.
Click Update Bank Reference to save the changes.
📌Note: The Update Bank Reference button will remain inactive until the reference entered meets all format requirements. This gives you immediate feedback on whether the reference is valid.
📌Note: If you click on the X button to leave the contract amendment area, a pop up will appear to confirm that any progress will be lost if you still want to leave the area.