Use the Preserve Previous DD Schedule option

TABLE OF CONTENTS

• Introduction
• Use the Preserve Previous DD Schedule option

Introduction

If you use Direct Debit Payment Profiles, there is a Preserve Previous DD Schedule tick box option that allows you to manage how Engage handles DD collections when you raise a new invoice collected under the same Payment Profile, where some DD instalments remain outstanding.

Use the Preserve Previous DD Schedule option

1. Go to Fees>Setup>Payment Profiles.
2. Select the Direct Debit method profile you wish to manage.
3. Select Preserve Previous DD Schedule
   1. You will still be able to collect outstanding DD instalments in Fees>Collections>Edit DD Schedule for the same bill payer you are about to raise a new invoice for.
   2. You should NOT select Outstanding Balance or Engage Fees will include any amounts not collected (and which form an outstanding balance) with the collection instalments for the new invoice.
4. Deselect Preserve Previous DD Schedule
   1. If you want to delete any outstanding DD instalments in the Edit DD Schedule screen and recalculate the total balance due (any outstanding balance plus the new invoice) and the instalments due by DD.
   2. Ensure you select Outstanding Balance in the Include section.

Note: For more information on working with Payment Profiles, please see the Engage Fees Setup guide. For more information on working with Direct Debits, please see the Engage Fees Direct Debits guide.