Customer and Contract Management
Locate records and manage status changes.
By Beverley and 3 others4 authors16 articles
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).