The View Client Details button is located within the Quick Actions panel and gives you a read‑only view of your payment configuration.
When you select this option, a panel opens showing key details about how your payments and Direct Debits are set up. This allows you to review important information without navigating away from the record or making any changes.
SUN Configuration
SUN Number – The Service User Number used to submit Bacs payments.
SUN Type – Indicates how your payments are processed, for example using your Own SUN or an FM SUN.
Bacs and Payment Dates
Bacs Days for First Payment – The number of processing days required before your first payment can be taken.
New DD Earliest Payment Date – The earliest date a newly created Direct Debit can be collected.
Existing DD Earliest Payment Date – The earliest date an existing Direct Debit can be collected.
Payment Due Job Look Forward Days – The number of days in advance the system looks for Direct Debit payments that are due to be collected.
This view helps you quickly check payment timings and configuration while you’re managing or reviewing payments.