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Portal
Help and instructions for using our Client Portal
- How can I search an individual customer?
- Do you have a report that shows failed collections and what does this show?
- How and when can I cancel a Direct Debit Collection Schedule?
- How to Unsuspend or Reinstate a Customer on L&Z portal
- How to obtain, view and download invoices within the L&Z portal
- London & Zurich Portal Guide and Training Video
Customers
- How do I change my customer’s contact information?
- How can I see all active customers L&Z is collecting from
- How to Manually Add a New Customer
- Can I upload a file to add new customers to the portal and if yes how?
- How to Suspend a Customer or Cancel Collection Schedules?
- How to manually add a new payer (customer) on L&Z portal?
- Where can I see all my customers that I have added on L&Z Portal?
- How do I change a customer/payer’s bank account details?
Collections
- Which is the earliest date I can collect after adding a Customer?
- How to View and Download the Summary of Payment Activity and Schedule Report
- Will L&Z automatically retry a collection again if the scheduled collection is failed?
- How to Add a Collection Schedule
- What is a Collection Schedule and How to view a Collection Schedule in the L&Z Portal?
- Can I upload collection schedules via a file all in one go
- How can I view what files that have been uploaded into the portal?
- How to View and Download the Collection Schedule Report?
- When will I know if a payment has failed?
Collection Schedules
User
Reset password
Report
- What is a collections report?
- What graphs are available in the L&Z Portal?
- Where can I find an audit trail of my activity on the L&Z Portal?
- How to View a Breakdown of Payments?
- How do I view Advance Notice and Confirmation emails and letters sent by London & Zurich?
- Do you have a report that shows failed collections and what data does the report include?
- Where can I see all suspended customers?
Refunds
- How do I know which payout is affected by a refund?
- Can I refund a payment on the day it was collected?
- Does the payer need to do anything to receive their refund?
- Will the customer be notified of the refund request?
- How can I tell what date a refund will credit the customer's bank account?
- What if the customer says they have not received their refund?
- How long after a payment was collected can I request a refund?
- Is it possible to process a refund to an alternative bank account?
- Can I request a refund for an end-dated/suspended customer?
- I am a Bureau Client with my own SUN. Can I request refunds for my customers?
- Error messages when processing refund. What do they mean?
- Can I amend a refund once it has been requested?
- How do I send a refund via the L&Z Portal?
- How long will a refund take once I have made a request?
- I would like to partially refund a customer — can I do this?
- When am I able to process a refund?