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
From the Customer Service ribbon, navigate to Customer Activity
Select the subscription you want to update and navigate to the Auto Charge Information tab
in the lower list frame of the Customer Activity screen
Click on the Change Auto-Charge Information icon as below
The Auto-Charge Maintenance dialogue will appear. Click on the Edit Direct Debit icon as below
The Direct Debit Request Maintenance dialog
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. |
Click OK
Click OK again on the Auto-Charge Maintenance dialogue
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Wrap upThis 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 wasYou should now know how to update the Direct Debit for a subscription in Advantage. |
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