Customers and Contracts
Find, update and manage customers and contracts.
By Beverley and 3 others4 authors31 articles
Customer and Contract Management
Locate records and manage status changes.
Search for a customer or contractView customer data by using the search filters and selecting their profile to review associated contract information.
Amend customer detailsUpdate a customer’s bank details and contact information to keep their account accurate and up to date.
Check the status of a customer or contractCheck the status of a customer or contract to see if it’s active or cancelled.
Using special characters in Direct Debit referencesSpecial characters which are allowed in a Bank Reference.
Direct Debit status definitionsThe meaning of the Pending to Activate and Pending to Cancel statuses within Access PaySuite and what triggers these changes.
Verify account accepts Direct DebitsCheck whether a customer’s bank account is eligible for Direct Debit.
Customer bank details validationValidation of bank details within Access PaySuite.
Continue a joint contract after a spouse's deathIf a joint contract can continue after a spouse's death.
Erase customer dataReasons why customer data can't be deleted.
Unable to amend or delete a pending ad hoc paymentA pending ad hoc payment that can no longer be amended or deleted.
Update a payment statusChange a payment status
View a customer’s payment historyLocate a customer’s record and view their past and upcoming Direct Debit payments.
Amend or delete a pending ad hoc paymentAmending or deleting an ad hoc payment lets you correct its details or remove it entirely while the payment is still in a Pending status.
Indemnity ClaimThe indemnity claim process explains reason codes and shows how they impact your customer's status.
Archive a CustomerArchiving a customer with no active contracts or payments.
Send advance notices to customersEnsure customers stay informed with smooth, automatic delivery of their Advance Notice Letters (ANLs).
Customer Profile and Records
View details, history and activity.
Contracts TabView a list of contracts for a particular customer.
Payments TabView a list of all the Ad-Hoc payments made outside the Direct Debit schedule.
Customer Answers TabView configured questions and answers for your customers.
Communications TabView a list of communications automatically sent to customers.
Customer Audit LogView a list of changes made to contracts and payments.
Bacs Reports
View your organisation’s Bacs activity and file processing history.
Automated Return of Unpaid Direct Debit (ARUDD) ReportUnderstand what ARUDD reports show, where to view them, and what their reason codes mean for your Direct Debit instructions.
Automated Direct Debit Amendment & Cancellation Service (ADDACS) reportUnderstand what ADDACS reports show, where to view them, and what their reason codes mean for your Direct Debit Instructions.
ARUDD reason code 6 (No Instruction)ARUDD code 6 (No Instruction) means the bank has no Direct Debit instruction set up for that payer.
ADDACS code ignoredClarification of ADDACS ‘ignored’ messages for reason codes 1 and B.
Automated Direct Debit Instruction Service (AUDDIS) ReportUnderstand what AUDDIS reports show, where to view them, and what their reason codes mean for your Direct Debit instructions.
Automated return of unapplied credit service (ARUCS) reportUnderstand what ARUCS reports show, where to view them, and what their reason codes mean for your Direct Debit instructions.
Advice of wrong account for automated credits service (AWACS) reportUnderstand what AWACS reports show, where to view them, and what their reason codes mean for your Direct Debit instructions.
Guide to Bacs reports and associated transaction codesExplanation of Bacs reason codes and required actions.
Troubleshoot common Bacs messagesReview common Bacs messages encountered during Direct Debit processing and the actions needed to resolve them.
Bacs Input Rejection messagesInput Rejection report Bacs messages and what they mean.