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.
đNote: 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!"
đNote: You can also create your own template.
Upload customers on a rolling schedule
Click the File Upload tab.
Select Template Library.
Select System New Customers Rolling or a custom template.
Click the Download icon.
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, select click to select a file.
Click on the Upload File button.
If errors occur after uploading, you need to correct the errors.