You can amend the start date of contracts by uploading an Update Start Date file. This is for fixed or rolling contracts.
📌Note: We recommend running a future payments due report after making changes to ensure start dates are correct.
Create a bespoke template for start date changes
Click on the Direct Debits tab on the left hand side.
Click the File Upload tab.
Click Manage Templates.
Select Create New Template.
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 Direct Debit Reference Identifier and Direct Debit Start Date from Available Columns to Selected Columns.
Click Save Template.
Your template then appears in the Template Management area, alongside our shared system templates. Click the downwards arrow to Download a CSV or XLSX file for completion.
Upload the file
Click on the Direct Debits tab on the left hand side.
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.