Quick list of DD Customers (Implemented)


Is there a quick way of listing all customers who have set up Direct Debit Mandates?

Right now there isn’t, but I don’t think it would be difficult to add. I have made a note of this in our short-term plan.

Thanks Glenn.

As always, sterling customer support.

Just for your info… We have added a check box within the client management advanced search box so you can show all clients with an active Direct Debit pre-authorisation. Hope that helps!

That’s brilliant Glenn, thanks you.