Storing Credit Score Information

Learn how to easily store credit check result information for your customers.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Open your Customer and select ‘Direct Debit Details’ within the treeview on the left
2. Here you will be able to add direct debit details for your customers and to associate them with their sites.
3. To set up a new direct debit select ‘add details’ on the right.
4. Update the Bank Name (This is the name of the bank e.g. HSBC, Barclays).
5. Update the account name – this will be the name on the account
6. Add the account number and sort code (numerical values only, no symbols such as ‘-‘.
7. Select the Site this direct debit is associated with (if you’re sending contracts via API or FTP from this system, you will need to ensure these are added and linked to each site).
8. Click save.
9. Once added, only Super Admin Users can view or edit direct debit details after they’ve been added so please contact your super admins if they need amending/viewing.