If your organisation is wanting to do Direct Debit sign ups via telephone, we can provide you with a telephone script to go through the process with your customer. The telephone script is BACS approved and can be requested by contacting us via the Access Digital Assistant and referencing the title of this article.
Once you have a telephone script, there are two different ways you can add the captured information to Access PaySuite DDCMS.
Adding the customer onto an online registration page during the call:
You may wish to complete an online form during the call to capture and sign-up the customer there and then. This means the customer is added to Access PaySuite DDCMS during the call and you can confirm with the customer.
Completing a file upload template to add at a later time:
You can add the information to a file upload template to be imported after calls have been actioned. These can be amalgamated if you have multiple colleagues making calls at the same time. However, please note that if the customer has provided incorrect or invalid bank details, you won't be aware until after the call has ended when the file is imported and the error occurs during the bank details modulus check.
📌Note: Bank details must be completed before payers can be imported into Access PaySuite DDCMS.