New Customers
Set up new customers on a variety of schedules.
By Ollie and 1 other2 authors15 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.
- Create English or Welsh file upload templatesAdd Language Preference field to a bespoke file upload template.