A rolling schedule is defined as being a Direct Debit contract which collects a certain amount on an ongoing basis until either party requests it stops.
📌Note: The system handles file validation differently based on file size. For smaller files validation happens immediately. For larger files, the system processes them through a background job to ensure accurate and efficient validation.
For larger files a progress bar displays, allowing you to monitor validation as it happens in real time. You'll see a note informing you that you can navigate away from the page if needed, while validation continues. However, a warning is displayed "At this stage, your file has not been submitted yet!"
📌Note: You can also create your own template.
Upload a customer on a rolling schedule:
Click the File Upload tab.
From the Template Library, select the System New Customers Rolling template or a custom one.
Click the Download icon, then complete the spreadsheet with your customer's details.
Save the file in a CSV or XLSX format.
Under the Upload a file tab, select the template from the drop-down menu.
Under the Data File tab, click Select File.
Click on the Upload File button.
If errors occur after uploading, you need to correct the errors.