Hello everyone in UK orgs
We're about to start using DDs for our membership scheme and I was wondering if anyone had devised any good internal user manuals that might help us set up our processes? If you have and you're prepared to share, I'd be delighted to hear from you.
I'm currently working my way through our sponsor's user guide so we can work out our processes and schedules but if you've learned anything useful it would be great to have extra tips!
ThanksAlison
(I've also posted this in the Devo forum.)
Hi Alison,
I have posted some material which I use when training licencees in DD processing to my profile - they are pretty rough-and-ready, but they might be some help to you.
Notes on how to adjust the controlled batch following payment rejections from the bank:
http://www.tessituranetwork.com/COMMUNITY/members/richiewarburton2594/files/Direct-Debit-_2D00_--Managing-the-DD-batch-_5B00_RW_5D00_.pdf.aspx
An overview of the billing process(es):
http://www.tessituranetwork.com/COMMUNITY/members/richiewarburton2594/files/Direct-Debit-_2D00_--Process-Visual-Aid-_5B00_RW_5D00_.pdf.aspx
Training notes, with a setup checklist and a couple of step-by-steps:
http://www.tessituranetwork.com/COMMUNITY/members/richiewarburton2594/files/Direct-Debit-_2D00_--Training-Notes-_5B00_RW_5D00_.pdf.aspx
Richie
Hi Richie
Thanks very much for this. I'll have a look through the docs and circulate them around as well. We might come back to you with queries and/or requestes for training!
Thanks again
Alison