Manage Schedules
Create, change and manage payment schedules.
By Ollie and 3 others4 authors12 articles
Payment Schedules
Adjust dates, amounts and frequencies.
- Add an additional schedule to your accountIncrease your maximum number of collections per customer per month.
- Edit future schedule version start dateUpdate future schedule versions and review upcoming payment schedules to keep all contract changes consistent and up to date.
- View schedule versions for a contractView past, active and future schedule versions associated with a contract, including the effective dates and status changes.
- View customer scheduled paymentsLocate a customer’s record and view all associated Direct Debit schedules and payment information.
- Change the payment date of a contractChange your customer's Direct Debit collection date.
- Change the payment amount permanentlyChange a payment amount on a fixed or rolling contract.
- Change the frequency of a Direct DebitFrequency switching possibilities for your Direct Debits.
- Skip a contract paymentA Skip Payment pauses collections without extending the contract or recovering missed instalments.
- Cancel a scheduleCancel a payment schedule and stop future scheduled payments from being generated.
- Update Gift Aid StatusView and update a Direct Debit contract to check for Gift Aid selection.
- Restart a scheduleResume a previously cancelled payment schedule and restart the collections process.
- Locate a schedule nameView your schedule names for accurate file uploads.