Contract
A guide to managing your customer's contracts.
By Beverley1 author7 articles
Update the first amount on fixed or rolling contractsUpdating the first amount on fixed or rolling contracts.
Change the payment date of a contractChange your customer's Direct Debit collection date.
Contract Updates tab shows Instruction Amended - No action requiredConfirmation of the meaning 'Instruction Amended - No action required.'
Payment status after contract cancellationThe outcome of scheduled payments when a customer cancels their contract.
Set up more than one contract with the same bank detailsSetting up more than one Direct Debit contract with the same bank details.
Cancel and archive a contract and view archived contractsCancel and archive contracts, review archived customer records, and use the Cancel and Archive button in the customer contract screen.
Continuing payments after a fixed contract endsWhy fixed contracts can't be extended and how to continue payments by setting up a new contract.