Getting started
Get started and make the most of your software.
By Ollie and 1 other2 authors19 articles
Customer & contract actions
Create, update or cancel records efficiently.
- Create a New Customer and ContractSetting up a new customer and contract in Access PaySuite.
- Cancel a contractCancel a customer’s Direct Debit contract to stop all future payments and close the agreement on their account.
- Restart or Reinstate a cancelled contractRestart a cancelled Direct Debit contract by confirming customer authorisation and reactivating the instruction to resume payments.
- Change the start date of a contractChange the start date of a Direct Debit contract to ensure collections start on the correct date.
- Edit a bank referenceAmend a bank reference in line with Direct Debit and format requirements.
- Request a one-off payment for a contractArrange a collection for an ad hoc payment from a contract.
- Refund a customer paymentProcess customer refunds in Access PaySuite using an Own SUN with bank‑approved credit permissions enabled.
- View Client DetailsAn overview of your SUN, Bacs, Direct Debit, and disbursal configuration.
Platform overview
Get familiar with the Access PaySuite dashboard and platform.
- Welcome DashboardGetting started in Access PaySuite.
- Direct Debit System in Access PaySuiteAccess PaySuite provides a clear and efficient platform that supports the management of Direct Debit customers, files, payments and daily activity, ensuring accuracy, visibility and control across all processes.
- Book training for Access PaySuiteBook a personal training session to navigate Access PaySuite.
Account setup
Configure your account settings and get ready to collect payments.
- Set up an online sign up pageConfiguring an online sign up page.
- Obtain your live API detailsRequest your live API details including your Client Code and API Key.
- Service User Number (SUN)Locate and understand your Service User Number (SUN).
- Increase my collection limitIncrease your maximum collection limit and increase the maximum debit amount per customer.
- Bonds and ReservesWhat to do if you have questions about your reserve or bond.
New customers and payments
Get your customers set up and start collecting payments.
- Upload payment filesUpload payment data into the system by completing the CSV or Excel template and submitting it through the Bulk Payment Upload process.
- Upload new customers in Access PaySuiteUpload customer records using system templates or custom file formats.
- Types of schedulesDifferent types of schedules can be used to choose how Direct Debit payments are set up and collected.