Use this process to find a customer record and review their associated Direct Debit contract information in Access PaySuite. You can also use these steps to locate archived customer records and view related payment information.
Click the Direct Debits tab on the left hand side.
Under the Customers/Contracts panel, click on Search customers on the right.
Enter the customer’s name, bank reference or any other identifying details.
Use the Filter icon to refine the search and apply any relevant filters.
Select Include archived customers to display archived records.
Click the correct customer record to view their details and payment information.
Review a customer's contracts
Once you have opened the customer's record, the Contracts tab opens by default. Use it to confirm you have the right customer and to review their contracts before you update details or handle a request.
From the Contracts tab, you can view:
The customer's name, customer reference, email address, postal address and current status.
All contracts linked to the customer, so you can review contract information and perform contract-related actions from one place.
📌Note: Select the Calendar icon against a contract to view scheduled payments, ad-hoc payments, AUDDIS events, contract changes and the effective end date in a monthly calendar view.