📌Note: Ad hoc payments remain as pending until the payment submission deadline has passed. After this, it changes to Paid and you won't be able to amend or delete.
📌Note: To amend or delete multiple payments please see our guide:
You can check your submission deadline by using our Date Calculator. If you're unsure of your notice period days, these can be found on the left-hand side of DDCMS under View Client Details.
Whilst ad hoc payments are in the pending stage they can be amended or deleted.
To do this follow the steps below:
Search for the customer within the CUSTOMERS tab, find the customer by searching any of the fields.
Click on View Customer the eye icon, this takes you to the customer's PROFILE tab.
Click the customer's PAYMENT HISTORY tab.
Locate the payment in the list. You'll only be able to change it if it says Pending under BACS Status.
To amend the payment, under Edit, click the pencil icon.
Select a new amount and/or date in the pop-up window.
Click SAVE.
To delete the payment, under Delete, click the dustbin icon.
Click Confirm in the pop-up window.