An end on exact date schedule is defined as a Direct Debit contract which collects a certain number of debits and then stops permanently.
๐Note: The system handles file validation differently based on the file size. For smaller files validation happens immediately. For larger files, the system processes the file through a job in the background to ensure accurate and efficient validation.
For larger files a progress bar is displayed, allowing you to monitor the validation as it happens in real time. You'll see a note informing you that you can navigate away from the page, while the validation continues in the background. However, a warning is displayed "At this stage, your file has not been submitted yet!"
๐Note: You can also create your own template.
Upload a new customer on an end on exact date schedule:
Click the File Upload tab.
From the Template Library select System New Customers End On Exact Date 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 a File.
Click on the Upload File button.
If errors occur after uploading, you need to correct the errors.