You may find that you need to collect a second payment stream from a customer. For example, if they take out an additional contract or purchase a new service. There may also be occasions where a previous contract has finished and a new one needs to be started under the original customer.
There is no need to re-enter your customer’s details into the system as you can attach separate payment streams to the same customer record. Each contract has a different Direct Debit references (Bank Ref) but the customer references must be the same.
📌Note: You're not able to change customer data on the registration form. If you need to change data (customer name, address, bank details etc.) then you should do this in the customer profile first.
📌Note: If a customer has multiple contracts, payment files can't be uploaded using the Customer Reference Identifier field. DDCMS can't determine which contracts the payment should be assigned to. This applies even if one of the contracts has been cancelled and archived.
Add a new contract
Search for customer within the CUSTOMERS tab, enter key data in search fields such as Bank Reference or Surname.
If the customer is archived, set Customer Status to All.
Click SEARCH and the search results then appear below.
Click View Customer the eye icon, this takes you to the customer’s PROFILE tab.
Open the CONTRACTS tab.
Select Set up a new Direct Debit.
Select the required product and schedule, then select CONTINUE.
Complete the registration form. Existing customer details are pre-populated automatically.
Enter the payment details and assign a unique Bank Reference if required.
Select CONTINUE.
Review the details and select SIGN UP.
The new contract is added to the customer record and is displayed on the Contracts tab alongside an existing active contracts.