Price changes can be added to the system for customers on rolling and fixed contracts using a CSV or XLSX file. Uploading a bulk price change allows you to update multiple customer payment amounts at the same time, reducing manual updates.
đNote: Price changes are reflected immediately in the system. To collect the new amounts, the file must be uploaded at least three working days before the next collection date.
đNote: If you require a list of all active customers before making your price change, you can create a Custom Report.
đNote: We recommend running a Future Payments Due Report after making any price changes to ensure the amounts are correct.
Create a custom template for price changes
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates, then click Create New Template.
Enter a name in the Template Name field.
From the Action Type dropdown, select Update Existing.
From the Template Type dropdown, select Update Contracts.
Click Does your file have a header? if the first row of your file contains headings.
Drag and drop the following fields into the Selected Columns box:
Direct Debit Reference Identifier
Amount
Click Save Template.
đNote: The Date of Change field is included within the template. Enter a future date if you want the price change to take effect later.
Your template will now appear in Template Management alongside the shared system templates. Click the Download down arrow icon in the Actions column to obtain a CSV or XLSX file for completion.
Upload the file
Click Upload New File.
Under Template, select the template you want to upload.
Under Data File, select Click to upload or drag and drop, then choose your file.
Click Upload File.
If validation errors are identified, you will need to correct the errors.