Update the bank details of a customer at a future date
This must be done directly in Access PaySuite .
Please refer to the knowledge base article about amending customer details.
Collecting an additional payment or direct debit for a customer using Xero
The only way to collect an additional payment from your customer using Xero are to raise a new invoice for the amount required or add an ad-hoc payment manually in Access PaySuite to collect these arrears.
📌Note: Please be aware that any ad-hoc payments are manually added and won't allow the paid status to synchronise back to Xero so you need to check this manually.
Reactivate a cancelled customer linked in Xero
If your customer has cancelled their Direct Debit Instruction in error and this has been received via ADDACS, you can reactivate the contract in Access PaySuite to continue collecting their invoices through Xero.
📌Note: Please do not archive the customer at this stage if you know they are to be reactivated in the future.
Once you have reactivated the customer and checked they are linked within the Middleware, if you have any invoices in Xero that need to be pulled into Access PaySuite, you'll need to make a small amendment to the invoice in order for a payment to be created.
If you have cancelled and archived your customer directly in Access PaySuite, or if they have cancelled their Direct Debit and you have subsequently archived them, you'll be unable to reactivate them in Access PaySuite. If this situation occurs, please contact our support team and ask to speak to an agent, who can investigate and help resolve the issue.