Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This article will show you how to update the direct debit information far a subscription on automatic renewal in Advantage.

2 min read


How to Update a Direct Debit on File for Automatic Renewal

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the subscription you want to update and navigate to the Auto Charge Information tab at the bottom half of the Customer Activity screen

  3. Click Change Subscription

  4. 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


Tip

Wrap up

This is a quick recap of what they just read. It is similar to the top Summary and serves as a nice bookend to the article. The length of it will depend on how in depth the article was.

Info

Still need help?

We know this can be frustrating. To get further help please open a Support ticket.

Click here to open a ticket


Related Content

FAQs - Update a Credit Card on File for Automatic Delivery

Read this guide

FAQs - Update the Shipping Address for Automatic Delivery

Read this guide

Info

Still need help?

We know this can be frustrating. To get further help open a Jira ticket.

Open a ticket [Link to JSD]


Level up with a Masterclass

Advantage Customer Service: Order Entry

Get started!

Advantage Customer Service: Account Maintenance

Get started!