How to
Managing customers and contracts.
By Ollie1 author10 articles
- Switch between accountsSwitch between grouped accounts.
- Duplicate payments collectedLearn the common causes of duplicate payments, how to confirm whether a duplicate collection has been made, and the options available to resolve the issue.
- Add a Cancellation Code and ReasonAdding a Cancellation Code and Reason.
- Use 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.
- Access to 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.
- Dual language setup for existing customersEnable dual language in Access PaySuite DDCMS for existing customers.
- Automatic reference not assigned when adding a new customer via the Schedules tabReference not assigned automatically when adding a customer within the Schedules tab.