Change billing amount

1. Go to the specific customer's page.

How to access the customer's page

1. Select the Customers module from the top navigation bar.
2. Enter the desired customer's name in the Search Customer field.
   Alternatively, select Name to reveal a dropdown list of other search options. You can also search for a customer by his or her Ezypay No. or Reference No.
3. Press Enter.
4. If there is only one customer matching your search criteria, then you will be directed directly to the customer's page.
   If there are more than one customers matching your search criteria, then you will see a list of names. Select the desired name.

Click image for a bigger view. Click to close.

2. In the customer's page, select Change Billing Instruction.
   Click image for a bigger view. Click to close.
3. In the pop-up window:
   You can view the current debit instruction at the top of the pop-up widow.
   1. Enter the new Amount.
   2. In the Notes field, enter the reason for the change.
   3. Once all the required fields (*) are entered, the orange Save Changes button will be activated. If it doesn't, select anywhere on the pop-up window to activate it.
      Select Save Changes to save the new end billing date.

   Click image for a bigger view. Click to close.

4. In the debit listings, check that all future debits correctly reflect the new amount.

1. Go to the specific customer's page.

How to access the customer's page

1. Select the Customers module from the top navigation bar.
2. Enter the desired customer's name in the Search Customer field.
   Alternatively, select Name to reveal a dropdown list of other search options. You can also search for a customer by his or her Ezypay No. or Reference No.
3. Press Enter.
4. If there is only one customer matching your search criteria, then you will be directed directly to the customer's page.
   If there are more than one customers matching your search criteria, then you will see a list of names. Select the desired name.

Click image for a bigger view. Click to close.

2. In the customer's page, select the required Pending Regular Debit. This would be the first debit in which you want the new amount to take effective onwards.
   Click image for a bigger view. Click to close.

How to reveal more future debits

Select Show more future above the debit listings.

Click image for a bigger view. Click to close.

3. In the pop-up window, select Edit.
   Reminder: Ensure you have selected the correct debit by double checking the customer's name, debit amount, and debit date.
   Click image for a bigger view. Click to close.
4. In the Edit Debit section:
   1. Enter the new Regular Payment amount.
   2. For Changes applied to, select the option to apply changes to "All debits from this point onwards".
   3. If you wish to retain the same billing frequency, skip this step.
      If you wish to change the Frequency, then select the mode of frequency and then enter the frequency interval number. For example, changing the billing from every 1 week to every 2 weeks.
      
   4. Select Save Changes.

   Click image for a bigger view. Click to close.

5. A confirmation message appears to indicate that the debit has been updated. Select Close to close the pop-up window.
   Click image for a bigger view. Click to close.
   
6. In the debit listings, check that all future debits, from the selected debit onwards, correctly reflect the new amount.