Hi there,
Is it possible to update individual customer bank account details in a controlled Direct Debit batch?
Often after we've created a controlled batch, we then received notification that customers within that batch have updated their bank account information.We then find ourselves manually updating in the data file we export for Finance and editing the account information on Tessitura after the fact, rather than doing it all in the database at once.
Are we able to amend the bank account details in the batch itself? It doesn't appear to be possible, but we might be missing something.
With thanks,Ryan
Hi Ryan,
as far as I know you can't change the details until the controlled batch is closed. However, you can still add the details on the tab and once you close the batch you just make the previous details inactive and add it on the contribution manually.
We are still on the 12.5 version so I could be different on the new one.
Hope it helps.
best,
Anna
No worries, that's what we thought. Thanks Anna!