There are two ways to edit a collection amount on SmartDebit Pulse. Please note: This must be done in accordance to your Collection File Lead Time.
In order to manually amend the amount you’d like to debit, you’ll need to locate the payer’s account in the SmartDebit system and locate the tab entitled “Collections”. You can then either click on the "edit collection(s)" button or "edit" located next to each future collection date.
To use the ‘edit collection(s)’ button you will need to select the collection dates and then click on the ‘edit collection(s)’ button. A pop up box entitled ‘edit collection(s)’ will appear asking you to amend the collection amount(s). The default value will be £0.00 so you will need to add the new amount in, and then click save.
You will then see the new amount against these collection dates.
If you click on ‘edit’ it will take you to ‘edit collection(s)’ pop up and you will need to add the new amount in and click on save.
Collection File Import
You are also able to amend the amounts via a Collection File Import if this is how you prefer to import your Direct Debit Collections. This overrides what is already in the system so is quite handy if you have variable amounts.
- For example, Payer A already has a debit of £10.00 in the system for 01.11.2016 but you wish to take £20.00. Import your charge file into the system, ensuring you include the same date (01.11.2016 in this case), with the new amount of £20.00. This will override what is currently in the system and debit £20.00 on 01.11.2016.
For more information on how to import a Collection File, take a look at our article by clicking here.
- Keep to hand your lead times; on a sticky note, a desktop or in your phone book – this will save you from missing out on making any of your amendments!
- You can undo an edited collection by either clicking on undo beside the collection date(s) or by clicking on the undo collection(s) button.