You will be able to add or amend the contract's existing schedule, but depending on which schedule you are wanting to frequency switch to, will depend on the information required for the frequency switch (Weekly, Monthly, End on Exact Date Monthly, Fixed Monthly, Annually, Default Schedule, Monthly).
Change the frequency of a Direct Debit
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. and this will show the customers schedules.
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 auto populate 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.
Select the correct schedule from the Payment frequency dropdown.
Edit the remaining fields, including Day of Month and Month of Year.
Add in the amount to be collected in Regular amount.
Select correct termination type under Terminating payments.
Click Next Step once actioned.
Click Confirm these changes and this will take you back to the previous screen.
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 can view active and upcoming schedules in Access PaySuite DDCMS to avoid any potential clashes or overlaps.