Quick Actions
Guidance for common customer, contract and payment actions.
By Dean and 1 other2 authors8 articles
Customer and 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, and Direct Debit configuration.