In this video, we explore how to use our Direct Debit portal from beginning to end.
Timestamps:
0:00 - portal overview, finding support
03:20 - creating staff users, user permissions
07:00 - accessing customer information
11:15 - finding, editing customer records
15:44 - explaining types of DD collection schedules
19:22 - creating DD collection schedules
26:35 - cancelling a DD collection
32:19 - suspended customer accounts, failed collection codes
37:00 - creating a new customer record
41:31 - uploading customer details
42:56 - uploading multiple customer collection schedules
44:42 - uploading varied amount collection schedules
48:16 - collections report
50:41 - failed collections report
52:12 - indemnity claims report
53:11 - summary of payment activity report
55:04 - collections schedule report
55:58 - payments report