There may be occasions where you need to temporarily adjust the payment amount on a contract to accommodate a short‑term change or requirement.
To adjust the amount collected between specific dates, you will need to make a temporary change to the existing contract. This type of update applies a temporary override to the payment schedule for one or more instalments. When doing this, you simply enter the amount you want to collect and select the start and end dates for when this temporary amount should apply.
📌Note: When changing the amount temporarily, an amendment letter is not sent unless you have chosen to enable them. If amendment letters are not enabled, you will need to notify the payer directly about the price change.
📌Note: Temporary amount changes can be applied in bulk, see the guide:
📌Note: Temporary amount changes can be used for regular rolling payments on a contract without affecting any ad hoc collections.
Add a temporary amount change to a contract
Click the Direct Debits tab on the left hand side.
Scroll down to the Quick Actions panel.
From the Quick Actions panel, select Manage Schedule.
Click Choose a customer and search by name, email address or reference.
Click Choose a contract and select the active contract you want to amend.
Under Choose an Action, select Temporary Change.
Select Change Amount.
Enter the temporary amount you want to collect in the box provided.
Select the Start date and End date for the temporary amount change.
Add a comment if you wish to include additional information.
Click Save Change.
📌Note: If the error message 'EndDate must be after StartDate' appears, please ensure the end date you select is later than the start date for the requested change.
Future schedule versions
On the Schedule Versions screen, the Temporary Change will appear with the date on which the change is set to begin. This section will display:
The type of change applied, such as an amount change
The updated amount that will be collected during the temporary period
The start and end dates that define when the temporary amount will be applied
Below the Temporary Change, you will also see the version that the schedule returns to once the temporary period ends, showing when the normal payment amount becomes active again.
📌Note: The system blocks any new schedule version that overlaps with an existing temporary amount change. Temporary amount changes also cannot extend beyond the start date of any future schedule version. In addition, a future schedule version cannot be deleted until it's linked temporary amount change is removed.
Delete the temporary amount change
If needed, you can remove a temporary amount change as long as it is still before the deadline for it's start date. The deadline follows the same notice period used for payment requests.
To delete a temporary amount change:
In Manage Schedule, go to Choose an Action and select View Versions.
Find the temporary amount change in the list and select Delete Version.
Click Delete to confirm and remove the scheduled temporary change.