Customer & contract management
Search, update and manage your customer and contract records.
By Ollie and 2 others3 authors7 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.
- 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.
- Archive a CustomerArchiving a customer with no active contracts or payments.