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Add or amend a termination date of a contract

End or amend a Direct Debit contract, and what a give notice patch is.

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Written by Gemma Langley
Updated today

A Give Notice patch can be used to end a contract at any point. Applying notice terminates the contract on the date you require. Once notice has been given to a contract i.e. it has an END DATE it can't subsequently be restarted to collect further payments. You must add a new contract to the customer to resume collections.

πŸ“Œβ€‹Note: You can't extend a contract end date.

If your account has the Send 0C functionality active, the contract moves to an intermediary status, Pending to Expire, on the effective date of the patch.

The Pending to Expire status creates the 0C transaction for submission to BACS. Once the 0C is released into the submission file, the status of the contract changes from Pending to Expire, to Expired. If you don't have 0C functionality active, then the contract status goes directly to Expired and no 0C is generated.


Add or amend a termination date of a contract

  1. From the green bar, select the CUSTOMERS option.

  2. Enter relevant search information to locate your customer and click on the Search.

  3. From the table, under the Actions column, click on the eye button to view the customer.

  4. Click the customer's CONTRACTS tab.

  5. Within the frequency table, under the Actions column, select the wheels and click Edit Schedule.

  6. Choose On this Date and select the date that you wish from the drop down calendar.

  7. Click on Next Step.

  8. Click on Add Schedule Version Effective (chosen date).

  9. Remain with the existing schedule details.

  10. Schedule the termination type by selecting End on this date and choose the date that you wish from the calender.

  11. Click on Next Step and Confirm the changes.

The Patch shows in the list of active Patches and also appears in the Calendar View of the contract on the customer's CONTRACTS tab.

You can remove a Patch from a contract if it is still before the deadline for the patch start date (the same period as your payment requests notice period). On the right of the row for the patch, click the Delete symbol.

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