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: Adding an additional contract to a customer prevents uploading payment files using the "Customer Reference Identifier" field, as Access PaySuite DDCMS would have no way of identifying which contract to assign the payment to. This is the case even if one contract is 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, you need to amend the Customer Status dropdown 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.
Click the CONTRACTS tab within the customer.
Click Set up a new Direct Debit.
You're then able to select a product and schedule after which you need to click on CONTINUE.
This opens a registration form which is pre-filled with the customer data.
Complete the payment details within the form and ensure that you have provided your customer with a unique Custom Bank Reference within the Direct Debit section if required.
Click CONTINUE at the bottom of the page.
On the following page, make sure all details are correct and then click SIGN UP.
Return to the CONTRACTS screen and you will see the new contract shown alongside the existing contract (unless the original contract has been archived).