Reporting

Reports on customers added, cancelled, suspended and due to expire are emailed to you on a daily basis, allowing you to always have access to current information no more than 24 hours old at your fingertips.

Debitsuccess provide you complete access to all activity in relation to your customers, 24 hours per day, 7 days per week via a secure section of the Debitsuccess website. Where you can access real time client details.

Individual client details

• Search to find a particular customer to view their details
• Payment details – an overview of your customers payment arrangements
• Transactions – view your customers payment history
• Call History – have online access to all correspondence Debitsuccess has had with your customer
• Variations – the ability to change customers details or submit variations online
• Contracts - View/Print direct debit contracts on line

Full Client Reports

Produce full reports of all your customers online, there are 6 reports available for you
Clients Added – select your own range of dates for when customer where added to Debitsuccess.

• Balance – view the remaining balance left of term contract customers only
• Cancellations – view any cancelled customers
• Listing – view a complete listing of all your customers
• Overdue – view all customers that Debitsuccess are following up for you that are currently overdue
• Suspended – view your customer currently on suspension