Frequency Switching
Getting started with Frequency Switching
Changing 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 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.
Adding 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.
Add or amend a termination date of a contractEnd or amend a Direct Debit contract, and what a give notice patch is.
Resend advance notice to a customerResending an Advance Notice Letter (ANL) or email.
Viewing the New Direct Debit setup notice period on a Direct Debit contractUsing 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.
Adding an Additional Reference to a Direct Debit contractAdding an additional reference when setting up new contracts.
Deleting 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.
Ending a skip patch earlyEnd a skip patch early.
Adding or editing Customer Answers in DDCMSAmend an answer to a custom question, and how to add a custom answer to a contract.
Add or amend a customer referenceAdding or amending a customer reference.
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.