This article will show you how to update an AMB auto-charge from a credit card to direct debit, in Advantage.
2 min read
How to Update AMB Auto-Charge from Credit Card to Direct Debit
From the Customer Service ribbon, navigate to Customer Activity
Select the AMB item you want to update and click Add Version
The Access Agreement Entry dialog box will appear
Select the Auto-Charge Information tab
Click Remove
A dialog box will appear to confirm that you want to delete the auto-charge information, click OK
Clicking OK will change the renewal flag to Y.
Click the Agreement Information tab and change the renewal flag to C and hit ENTER
Select the Auto-Charge Information tab
Click Add Direct Debit
If the customer has existing saved SEPA direct debits on their account, select the direct debit from the Add Direct Debit dialog box and click OK. If entering a new direct debit, New Direct Debit Instruction
The Direct Debit Request Maintenance dialog box will appear. Complete the following fields:
Bill Org | Enter the owning organization |
Currency | Enter the currency |
Debit Payment Code | Select the direct debit payment code |
Direct Debit Use | Select INVOICE for the full invoice payment or INSTLMNT if the customer is paying by installment billing |
Bank ID Number | Enter the bank ID |
Bank Account Number | Enter the customer’s bank account number. |
Account Holder Name | Enter the account holder’s name |
13. Click OK
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Wrap upYou should now know how to update an AMB auto-charge from a credit card to direct debit, in Advantage |
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Still need help? We know this can be frustrating. To get further help please open a Jira Support ticket. |
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