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Change the start date of a contract

Change the start date of a Direct Debit contract to ensure collections start on the correct date.

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Written by Ollie Denning

It is possible to change the start date of a contract at any time before the payment submission deadline for the first collection, as determined by the date calculator. This allows you to amend the start date if needed before any payments are taken, helping to ensure collections begin on the correct date.

šŸ“ŒNote: 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.

Change the start date within the customer panel

  1. Click the Direct Debits tab on the left hand side.

  2. Locate the relevant customer from the Customers/Contracts table.

  3. Click the customerā€™s record to view their details.

  4. Within the Contracts table, click the pencil icon for the relevant contract.

  5. Under Amendment Type, select Update Start Date.

  6. Click the dropdown under New Start Date, then choose the required start date.

  7. Select Update Start Date.

Change the start date via Amend Contract

  1. Click the Direct Debits tab on the left hand side.

  2. From the Quick Actions panel, select Amend Contract.

  3. Click Choose a customer and search by name, email address or reference.

  4. Click Choose a contract and select the active contract you wish to amend.

  5. Under Amendment Type, select Update Start Date.

  6. Click the dropdown under New Start Date, then choose the required start date.

  7. Select Update Start Date.

After updating the contract start date, the system will display a confirmation message to confirm that the contract has been successfully amended. The revised start date will be automatically updated and shown on the customerā€™s contract record.

šŸ“ŒNote: For regular customers, the dates you have available to choose will be those you have already agreed with us for the set up of your account (for example 1st and 15th or every Friday).ā€‹

šŸ“ŒNote: The system may not allow you to update the start date if it is too far in advance. Once a Direct Debit Instruction has been set up, most banks will only allow a period of 13 months with no Direct Debit collection before the instruction goes dormant.

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Amend the start date of Direct Debit contracts in bulk
Change the payment date of a contract
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