If a represent payment is no longer required, or you need to change its collection date, you can manage the payment while it remains in a Pending status.
Represent payments can be rescheduled within the permitted represent period or deleted before they are submitted to Bacs.
Edit the represent payment
Click the Direct Debits tab on the left-hand side.
Under the Customers/Contracts panel, click Search Customers.
Enter the customer's details and use the Filter icon to refine the search.
Click the relevant customer record and select the Payments tab.
Locate the Represented Payment in the Payment Type column.
Ensure the payment has a Pending status, then click the pencil icon.
Select a new Due Date from the available options and click Save.
đNote: The payment amount cannot be changed. Represent payments can only be rescheduled within one calendar month of the original payment date, and only available dates within this period can be selected.
Delete the represent payment
After completing steps 1-5 above and locating the Represented Payment, follow the steps below to delete the payment:
Ensure the payment has a Pending status, then click the trash icon.
Click Delete payment to confirm the deletion.
Once deleted, the represent payment will not be submitted for collection.
đNote: Represent payments can only be deleted while they are in a Pending status. If the payment has already been submitted to Bacs, the trash icon will no longer be available and the represent payment cannot be removed.