You can now access and download 'System Bulk Cancel' template directly from the Template Library within File Upload, which replaces the 'Bulk Cancel Updater' button.
The steps below explain how to download the template, upload the data and submit the cancellations.
📌Note: To use your own custom cancellation codes, you'll need to create a bespoke cancellation template within the File Upload tab.
Download the template
When logged into Access PaySuite DDCMS, click the FILE UPLOAD tab.
In the template library, select the System Bulk Cancel template or a custom one.
Click the download icon then complete the two following fields:
DirectDebitRef - The Direct Debit reference of the contract you wish to cancel. (This may differ if using a Custom template)
Comment - A comment about the cancellation you would like to store in the database.
Save the spreadsheet in csv format.
Upload the data and submit the cancellations
Under the Upload a file tab, select a template from the drop-down menu.
Under the Data File tab, click Click to select file.
Click on the Upload File button.
If errors occur after uploading, you need to correct the errors.
You can check the status of a customer and view the comment explaining the reason for the cancellation within CONTRACT UPDATES located within the Customer.
Create a bespoke template for bulk cancelling customers
Click the FILE UPLOAD tab.
Click on Template Library.
Click on Create New Template.
Add a name for your template on the Template Name field.
On Action type drop-down menu select Update Existing.
On Template type, select Bulk Cancel.
Select the does your file have a header check box to have headers included.
Select the required fields from Available Columns.
Move the chosen fields into Selected Columns to apply the layout.
Drag and drop to change their order.
Click Save once completed and upload the file into FILE UPLOAD.