Change the Direct Debit collection day and update for all bill payers

TABLE OF CONTENTS

• Introduction
• Change the Direct Debit collection day and update for all bill payers

Introduction

When you change the collection day in the Payment Profile screen for a DD type profile, it will update the date in the Parent Defaults screen for bill payers with that profile.

Change the Direct Debit collection day and update for all bill payers

1. Go to the Fees>Setup>Payment Profile screen and select the DD profile you want to change.
2. In the Payment Profile Detail pane change the Collection Day.
3. Select Yes to the Update Parent Defaults confirmation message.
4. The collection date is now changed for the profile and bill payers.

It is possible to set individual dates in the Fees>Setup>Parent Defaults screen, so you can either change them individually or change the collection day to so that all parent defaults are set to the same date with the final collection day change.

Example

• The collection day is set to 10 and you want to change it to day 1.
• You have billing accounts with 2 different collection days - 10 and 12.
• To move all billing accounts to day 1, first change to day 12 then change to day 1
• All billing accounts will now be set to day 1.

For more information on changing DD collection dates see the Engage Fees Direct Debits guide.