Manage Schedules
Create, change and manage payment schedules.
By Ollie and 3 others4 authors13 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.
Change the payment amount temporarilyApply a temporary change to the payment amount on a contract.
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.