Customer information can change for a variety of reasons and keeping their details accurate ensures their account remains up-to-date and their payments run smoothly. Updates may include changes to personal details such as their title or surname, revised contact information, a new address or updates to the bank account they use for Direct Debits.
Amend customer details
Click the Direct Debits tab on the left hand side.
From the Customers/Contracts panel, click on Search customers on the right.
Enter the customer’s name, bank reference or other identifying details.
Use the Filter icon to refine the search and apply any relevant filters.
Click the customer’s record to view their details.
Select the Customer Details tab.
Click Edit to update the customer’s address, contact or bank details.
Click Save once the amendments have been completed.
📌Note: When updating bank account details, a notification is sent to the bank. This follows the same notice period as setting up a new Direct Debit, so allow enough time before the next collection date.
📌Note: If the customer is suspended and you update their bank details to reactivate them, you must restart the Direct Debit afterwards. This also applies if the Direct Debit has been cancelled.
📌Note: For customers signed up using paper Direct Debit mandates, ensure you keep a copy of the updated bank details before making any changes in Access PaySuite.