Price changes can be added to the system for customers on rolling or fixed contracts through the use of a CSV or XLSX file.
📌Note: These price changes are reflected immediately in the system. To collect these amounts, the necessary lead time needs to be applied.
📌Note: If you require a list of all of your active customers prior to your price change you can create a custom report.
📌Note: We recommend running a future payments due report after making any price changes to ensure the amounts are correct.
Create a bespoke template for price changes
Click the File Upload tab.
Click Manage Templates.
Select Create New Template.
From Template Type, select Update Contracts or a custom one.
Add a name for your template on the Template Name field.
On Action type drop-down menu select Update Existing.
On Template type, select Update Contracts.
Untick does your file have a header if you don't wish the first row of your file to include headers.
By using the arrows move Amount and Direct Debit Reference Identifier across from the Available Columns to Selected Columns.
Click Save Template.
Your template then appears in the Template Library, alongside our shared system templates. Click the Download button to obtain a CSV or XLSX file for completion.
Upload the file
Click the File Upload tab.
From the template list, select your custom template.
Click the Download icon and fill in the spreadsheet with your customers details.
Save the file in CSV or XLSX format.
Select the checkbox next to the template you want to use.
Click Upload with Selected to upload your completed file.
Select Click to upload or drag and drop to upload your saved file.
Click Upload File.
Once the file validates successfully, click Submit this file.
If any validation errors occur while uploading your file, you’ll need to correct the errors before continuing.