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).
Changing the frequency of a Direct Debit
To change the frequency on a customer's contract, please follow the below steps:
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.
Within the customers contracts tab, 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 the dropdown select Edit Schedule.
Select when the customers schedule should change either As soon as possible or On this date.
Click Next Step.
Click the dropdown menu under Payment frequency and select the correct schedule type.
Once selected, the remaining fields will become editable and the Day of Month and Month of Year fields can be selected.
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.
You can view active and upcoming schedules in Access PaySuite DDCMS to avoid any potential clashes or overlaps.