This article will show you how to update the direct debit information far a subscription on automatic renewal in Advantage.
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How to Update a Direct Debit on File for Automatic Renewal
From the Customer Service ribbon, navigate to Customer Activity
Select the subscription you want to update and navigate to the Auto Charge Information tab at the bottom half of the Customer Activity screen
Click Change Subscription
The Direct Debit Request Maintenance dialog box will appear, complete the following fields:
Bank ID Number | Enter the new bank ID. |
Bank Account Number | Enter the customer's new bank account number. |
Account Holder Name | Enter the account holder's name. |
5. Click OK
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Still need help? We know this can be frustrating. To get further help open a Jira ticket. |
Level up with a Masterclass
Evolve course title
This will be an Evolve course or other L&D product.Advantage Customer Service: Order Entry
Evolve course title
This will be an Evolve course or other L&D product.Advantage Customer Service: Account Maintenance
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