New customer set up
Set up new customers on a variety of schedules.
By Ollie1 author10 articles
- Upload customers on a rolling scheduleUploading new customers on a rolling schedule.
- Upload customers on an end on exact date scheduleUploading customers on an end on exact date schedule lets you set up Direct Debit collections that run for a fixed number of payments and then stop automatically.
- New payers reportView new payers added to Access PaySuite DDCMS within a specific date range.
- Upload customers on a number of debits scheduleUploading customers on a number of debits schedule lets you set up Direct Debit collections that end after a set number of payments.
- Upload customers on an ad hoc scheduleUploading new customers on an ad hoc schedule.
- Upload customers on a bespoke templateUploading new customers on a bespoke template.
- Upload customers using all fields templateUse the all fields template to upload new customer records with full and accurate information.
- Bespoke file upload template for new customersCreating a bespoke file upload template for new customers.
- Gift Aid preferences to a customerApplying Gift Aid to a customer.
- Correct validation errorsIdentify and correct validation errors when a file upload fails.