How to
Managing customers and contracts.
By Gemma and 1 other2 authors9 articles
Change the trading name for your organisation or companySteps on changing the trading name for your organisation or company.
Switch between accountsSwitch between grouped accounts.
Duplicate payments collected from a customerPossible reasons why a customer has had duplicate payments collected.
Add a Cancellation Code and ReasonAdding a Cancellation Code and Reason.
Using the Cancellation Templates MenuCancellation codes and templates in Access PaySuite DDCMS.
Add customers using telephone sign upSign up customers for Direct Debit over the telephone.
Delete a customers personal dataReasons we're unable to delete a customers personal data.
Accessing obfuscated bank detailsRequesting access to obfuscated customer bank details.
Create Email and Letter Cancellation TemplatesSet up an Email or Letter Cancellation Template to maintain consistent and accurate cancellation communication.