If the first payment on a fixed or rolling contract has already been collected, you can update the Direct Debit collection for all future payments.
Change the payment date of a contract
Within the CUSTOMERS tab, find the customer by searching any of the fields.
Click View Customer the eye icon, this opens the customer's PROFILE.
Click the customer’s CONTRACTS tab within their profile.
Drop down the > under No for the schedule you wish to amend.
On the schedule row under Actions, click the double green cog icon.
From the dropdown select Edit Schedule.
Select either As soon as possible or On this date.
Click Next Step.
📌Note: The Copy from current active version checkbox appears when adding a payment schedule version with As soon as possible, allowing you to autopopulate the form using the current active schedule. It copies and adjusts all relevant details, while still letting you edit or choose to start from scratch if needed.
Click the dropdown box under Day of Month and select the new collection date.
The options show the available dates enabled on your account.
Complete the remaining fields including amount and termination type.
Click Next Step once actioned.
Click Confirm these changes and this takes you back to the previous screen.
On the schedule row under Actions, click the double green cog icon.
Click View/Amend Schedule Versions.
The updated date appears under Regular Collection Date/Day of Month/Date.
Update future payment schedules
After completing step 8 and selecting Next Step, you may be taken to a screen displaying future payment schedule versions and temporary changes. If this happens, follow these steps:
Click the green cog icon under Actions for the schedule you need to update.
Select Edit Schedule Version.
The editing screen will open, allowing you to make all required changes.
Continue from step 9 onwards.
You are also able to view the new collection date by clicking View Calendar next to the green cog icon which will show you the future pending payments. You can also view the collection date amendment in CONTRACT UPDATES.
📌Note: If you change the payment date after the payment submission deadline for an upcoming payment, then it is still collected. To check the payment submission deadlines, use our Date Calculator.
📌Note: If the first payment has not yet been collected, you are unable to change the payment date. You may wish to update the start date of the contract or use a skip payment patch.
📌Note: If the contract is an annual contract you may need to use a file upload to amend the date to ensure it collects in the same year if the year is jumping to the following year.