How to manually add a new payer (customer) on L&Z portal?

To manually add your customers to the L&Z portal, please follow the steps outlined below:

• Once you have logged in to the portal click on to Direct Debits at the top of the screen. 

• On the left hand menu click on to Customers and then Add a New Customer. 

• You will now be presented with the Add Customer screen as shown below. 

• Any items marked with a red Astrex are compulsory to be entered.  This includes:   

1. DDI Reference* Must be between 6-18 characters, can be either all numeric, all alpha or a mixture of both. Spaces and punctuation are not accepted. 
2. Customer Account Name 
3. Sort Code  
4. Account Number  
5. Debit Name – Limited to the first 18 Characters including spaces
6. Customer’s Contact Name 
7. First line of address
8. Email Address (if no * this is not compulsory for you)
9. Postcode

* DDI Reference > once the Add Customer has been selected this reference cannot be changed and will remain in place. If you need to change this reference you will have to set up a new customer, with the new reference.   

• Once filled in it will look like the following: 
   

• Once you have checked the details please click on 'Add Customer' at the bottom of your screen. 
  
   
   

The customer account has now been set up and you will now be able to add collection schedules.   

If your group has been set up with the confirmation of account setup notifications, this will be emailed to the customer free of charge.  If there is no email address or the email address is incorrect the notification will be then posted to the customer, which is a chargeable service.   

A video guide to this process is available via this link:  How to add customers manually and with file uploads?

If you have any further questions, please do not hesitate to contact our customer services team via email at customer.services@landz.co.uk