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

Wrap up

You should now know how to update an AMB auto-charge from a credit card to direct debit, in Advantage.

Still need help?

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