Frequency Switching
Getting started with Frequency Switching.
By Ollie and 1 other2 authors32 articles
- Change the frequency of a Direct DebitFrequency switching possibilities for your Direct Debits.
- Amend customer detailsUpdate a customer's bank details and contact details.
- Request a one-off payment for a contractArrange a collection for an ad hoc payment from a contract.
- Restart or Reinstate a cancelled Direct DebitA guide to reactivating a cancelled Direct Debit, and in which circumstances a Direct Debit can be reactivated.
- Change the payment amount permanentlyChange a payment amount on a fixed or rolling contract.
- Amend or delete pending ad hoc payments in bulkAmend or delete pending ad hoc payments in bulk via the File Upload tab.
- View an individual payer's payment historyChecking a payer's previous payments and which payments have been collected.
- Add an additional contract to a customerSteps on adding an additional contract to a customer.
- Cancel a customer's Direct Debit contractA guide on cancelling a customer's Direct Debit contract.
- Change the start date of a contractChange the start date of a Direct Debit contract.
- Change the payment date of an annual contractChange the payment date of an annual contract using the File Upload.
- Change the payment amount temporarilyTemporarily change the payment amount on a contract.
- Skip a contract payment using a patchSkipping a payment by using a skip patch.
- Locate sent amendment and advance notice lettersWhere to find amendment and Advance Notice letters that have been sent.
- Resend advance notice to a customerResending an Advance Notice Letter (ANL) or email.
- View Direct Debit notice periodUsing the Calendar View icon to check the Direct Debit notice period on a contract.
- Locate a customer's contractLocate a customer's Direct Debit contract.
- Check the status of a customerCheck the status of a customer and whether they are active or cancelled.
- View a Direct Debit contract to check for Gift Aid selectionCheck if Gift Aid was selected on a Direct Debit contract.
- Delete a pending represent paymentRemoving a pending represent payment in DDCMS.
- Check the details of an individual paymentCheck the details of an individual payment including the status and due date.
- Locate a customer's bank reference numberFinding a customer's bank reference number.
- End a skip patch earlyEnd a skip patch early.
- Adding or editing Customer AnswersAmend an answer to a custom question, and how to add a custom answer to a contract.
- Add or amend a customer referenceAdd a new customer reference or update an existing one, including the required character and length restrictions.
- Adding a memo or document to a customerAdd notes and upload documents to a customer.
- View Active and Upcoming SchedulesView active and upcoming contracts for your customer.
- Create a new service or scheduleCreate a new service or schedule, or how to update an existing schedule.
- Identifying the reason of an unpaid Direct Debit paymentChecking why a customer's Direct Debit payment is unpaid.
- Bulk frequency switchingCreating and uploading a bulk frequency switch file.
- Edit start date of a future schedule versionUpdate the start date of any future schedule version quickly and confidently through the interface, with guided steps and built-in validation to avoid conflicts.
- 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.