Contracts
A guide to managing your customer's contracts.
By Ollie and 1 other2 authors15 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.'
- Set up more than one contract with the same bank detailsSetting up more than one Direct Debit contract with the same bank details.
- Request a one-off payment for a contractArrange a collection for an ad hoc payment from a contract.
- Change the payment amount permanentlyChange a payment amount on a fixed or rolling contract.
- Add an additional contract to a customerAdd an additional contract to an existing customer when you need to collect a separate payment stream.
- Change the payment date of an annual contractLearn how to update the payment date and payment month for an annual contract using a file upload.
- Locate a customer's contractLocate a customer's Direct Debit contract.
Start & end contracts
Start contracts, cancel and end contracts
- Change the start date of a contractChange the start date of a Direct Debit contract.
- Extend the contract end dateExtend a contract end date when a customer is on an end‑on‑exact‑date or number‑of‑debits payment schedule.
- Cancel a customer's Direct Debit contractA guide on cancelling a customer's Direct Debit contract.
- 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.
- Payment status after contract cancellationThe outcome of scheduled payments when a customer cancels their contract.
- Notice period for terminating your contractFinding out your notice period for terminating your contract.