Contract
A guide to managing your customer's contracts.
By Ollie1 author6 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.