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.
Disbursal Settings
Days Hold Back for Disbursal – The number of days funds are held before they are included in a disbursal run.
Days We Disburse On – The days of the week on which disbursals are processed.
Export Schedules
The Export Schedules button is available from the View Client Details panel.
Selecting Export Schedules downloads a CSV file containing all schedules configured for your organisation.
You can open the exported file in Microsoft Excel or another spreadsheet application to:
View all available schedules
Search for a specific schedule
Filter and sort schedule information
Review schedules that may not be visible in schedule selection lists