An additional reference can be used to store extra information against a Direct Debit contract, helping you identify, organise, or match contracts with records held in other systems.
đNote: If you are looking to add an additional reference to a customer but you can't see this field within Access PaySuite DDCMS, please contact us via the Access Digital Assistant and request to speak with a member of the support team.
Before entering or updating an additional reference, please ensure it meets the required format. The additional reference can be up to 200 characters long, must start with a letter or number, and can contain any characters. References that do not meet these requirements may not be accepted by the system.
Add or edit an additional reference
To add or amend an additional reference for a Direct Debit contract, follow the steps below:
Within the CUSTOMERS tab, find the customer by searching any of the fields.
Click View Customer eye icon, this opens the customer's PROFILE.
Next to Additional Reference, click Change.
Enter the new additional reference and add a comment.
Click SAVE to complete the update.