Set new amount, Skip, Postpone or Reduce a debit

You have access to alter the schedule of your customer's Direct Debit. You can only decrease a payment amount, unless you have a Variable Direct Debit Authority. 

Set new amount for a scheduled Debit
Click on DIRECT DEBITS from the left hand side menu panel 
Click on SEARCH and enter your customers name > Click APPLY
Click on the relevant Direct Debit 
Next to the payment, click on EDIT > Set Amount > Enter new $ amount > Click SAVE.

Skip a scheduled Debit
Click on DIRECT DEBITS from the left hand side menu panel 
Click on SEARCH and enter your customers name > Click APPLY
Click on the relevant Direct Debit 
Scroll down to the payment dates you want to Skip 
Click EDIT > SKIP > SAVE.

Postpone the date for a scheduled Debit
Click on DIRECT DEBITS from the left hand side menu panel 
Click on SEARCH and enter your customers name > Click APPLY
Click on the relevant Direct Debit 

Next to the payment that requires changing, click on EDIT > POSTPONE
Enter the new debit date in the 2nd box > Click SAVE.

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Permanently reduce all scheduled debits  
Click on DIRECT DEBITS from the left hand side menu panel 
Click on SEARCH and enter your customers name > Click APPLY
Click on the relevant Direct Debit 

Next to Schedule on the right, click on EDIT
Click on SET AMOUNT > Enter new $ amount > Click SAVE. 

 

 

 

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