New Customers
Set up new customers on a variety of schedules.
By Ollie and 1 other2 authors14 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.
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 errorsGuide to correcting validation errors in a file upload.
Types of schedulesA guide to the different types of schedules you can use to import new payers.
Upload new customers in DDCMSVarious methods of uploading new customers in Access PaySuite DDCMS.
Find your schedule nameFind your schedule name and entering the schedule name in a file upload.
Custom Template Types for New UploadsList of available Custom Template types and their required fields.