Customer and Contract Management
Locate records and manage status changes.
By Ollie and 4 others5 authors20 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).
- Cancellation TemplatesCreate and manage the email and letter communications sent to customers when a Direct Debit is cancelled.
- Configure a Cancellation TemplateCreate the email and letter communications customers receive when a Direct Debit is cancelled.
- Custom Cancellation CodesCreate organisation-specific cancellation types for your own business requirements.
- Personalise Cancellation Templates with Merge FieldsAutomatically insert information from Access PaySuite into your cancellation communications.