Confirm the status of a customer or their contract in Access PaySuite to determine whether it is active or cancelled. This ensures you have the correct information when updating details, handling requests or assessing the account.
Check a customer's status
Click the Direct Debits tab on the left hand side.
Under the Customers/Contracts panel, click on Search customers on the right.
Enter the customer’s name, bank reference or any other identifying details.
Use the Filter icon to refine the search and apply any relevant filters.
The Customer Status appears directly within the row for that customer.
Check a customer's contract status
After completing step 4 in the main process, you may need to review the status of a specific customer contract. To do this, follow the steps below:
Click the customer’s record to view their details.
In the Contracts section, the contract’s status will show as Active or Cancelled.