The Contracts tab provides an overview of the selected customer's information and any contracts associated with their account.
From this tab, you can view key customer details, including their name, customer reference, email address, postal address, and current status. You can also view all contracts linked to the customer, making it easy to review contract information and perform contract-related actions from a single location.
View the Contracts Tab
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.
Click the customer’s record to view their details.
The Contracts tab will open by default.
📌Note: Select the Calendar icon against a contract to view scheduled payments, ad-hoc payments, AUDDIS events, contract changes, and the effective end date in a monthly calendar view.