{"type":"doc","content":[{"type":"layoutSection","marks":[{"type":"breakout","attrs":{"mode":"full-width"}}],"content":[{"type":"layoutColumn","attrs":{"width":66.66},"content":[{"type":"heading","attrs":{"level":2},"content":[{"text":"Create a recurring schedule","type":"text"}]},{"type":"paragraph","content":[{"text":"For ","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"590feddd-858d-4ac6-8d56-3fe87f3d571b"}}]},{"text":"full-service accounts (accounts where Debitsuccess has a recurring schedule for a customer and a total amount to collect - e.g. $1,200 to collect over 12 monthly payments). Normally a customer will be debited on the same day or date each week/fortnight/month (e.g. 1","type":"text"},{"text":"st","type":"text","marks":[{"type":"subsup","attrs":{"type":"sup"}}]},{"text":" of the month or every Wednesday), so to avoid accidentally starting a new schedule on a different day/date we will, by default, align a new schedule with the customer’s existing schedule, if they have one.","type":"text"}]},{"type":"paragraph","content":[{"text":"For example,","type":"text"}]},{"type":"paragraph","content":[{"text":"01/01/2021 $200","type":"text"}]},{"type":"paragraph","content":[{"text":"01/02/2021 $200","type":"text"}]},{"type":"paragraph","content":[{"text":"01/03/2021 $200","type":"text"}]},{"type":"paragraph","content":[{"text":"A request to create a new schedule is received with an instalment amount of $190 and a ","type":"text"},{"text":"MinimumEffectiveDate","type":"text","marks":[{"type":"code"}]},{"text":" of 28/03/2021.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"SOAP API","type":"text"}]},{"type":"paragraph","content":[{"text":"Using ","type":"text"},{"text":"CreateSchedule","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.atlassian.net/wiki/spaces/DDE/pages/1067286682"}}]},{"text":" call you can set a recurring schedule as follows:","type":"text"}]},{"type":"paragraph","content":[{"text":"Assuming the ","type":"text"},{"text":"OverrideBillingCycleAlignment","type":"text","marks":[{"type":"code"}]},{"text":" option is not set, the billing will continue as follows:","type":"text"}]},{"type":"paragraph","content":[{"text":"01/04/2021 $190","type":"text"}]},{"type":"paragraph","content":[{"text":"01/05/2021 $190","type":"text"}]},{"type":"paragraph","content":[{"text":"01/06/2021 $190","type":"text"}]},{"type":"paragraph","content":[{"text":"If ","type":"text"},{"text":"OverrideBillingCycleAlignment","type":"text","marks":[{"type":"code"}]},{"text":" is set to true then the new schedule would start on 28/03/2021.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"REST API","type":"text"}]},{"type":"paragraph","content":[{"text":"Use the ","type":"text"},{"text":"Create Recurring Schedule ","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.stoplight.io/docs/debitsuccess-api/CustomerServicesApi.yaml/paths/~1accounts~1%7BaccountId%7D~1recurringSchedules/post"}}]},{"text":"endpoint of Customer Services API to create a new recurring schedule for a customer.","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"type":"status","attrs":{"color":"blue","style":"bold","text":"POST","localId":"6e1e6f4d-5495-43ea-9a20-f924e4a63b36"}},{"text":" https:///CustomerServices/v1.0","type":"text"},{"text":"/accounts/{accountId}/recurringSchedules","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The newly created schedule will be created as an open-ended schedule, hence there is no EndDate parameter.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Accepted values for Frequency are Weekly, Fortnightly, Four-weekly, Monthly, Bi-monthly and Quarterly.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If ","type":"text"},{"text":"OverrideBillingCycleAlignment","type":"text","marks":[{"type":"code"}]},{"text":" is set to true will overrides default behaviour and sets the start date of the new payment schedule to be the recurringScheduleStartDate as described in the example above.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"T","type":"text"},{"text":"iered Schedule","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"3675ccc1-968e-4a7d-9f8b-e6540142a2b3"}}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"REST API","type":"text"}]},{"type":"paragraph","content":[{"text":"When an account is loaded using the ","type":"text"},{"text":"Create Account","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.stoplight.io/docs/debitsuccess-api/CustomerServicesApi.yaml/paths/~1accounts/post"}}]},{"text":" it allows a maximum of three recurring schedules to be assigned to an account. These schedules can be configured as tiered schedules with different start dates, instalment amounts, and frequencies. ","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"type":"status","attrs":{"color":"blue","style":"bold","text":"POST","localId":"5bba6d31-9341-41e9-a4ea-9c7667fbd226"}},{"text":" https:///CustomerServices/v1.0","type":"text"},{"text":"/accounts","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"paragraph","content":[{"text":"However, the ","type":"text"},{"text":"Create Recurring Schedule ","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.stoplight.io/docs/debitsuccess-api/CustomerServicesApi.yaml/paths/~1accounts~1%7BaccountId%7D~1recurringSchedules/post"}}]},{"text":"endpoint only creates an open-ended schedule until the account reaches the end of term or it is closed down. See the below example for a tiered schedule.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"SOAP API","type":"text"}]},{"type":"paragraph","content":[{"text":"The below request is an example is where an account with a recurring schedule has already been loaded using ","type":"text"},{"text":"PostCustomerAccount","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.atlassian.net/wiki/pages/resumedraft.action?draftId=1058245920"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Assuming the initial schedule is for $10 weekly starting on 6th of Jan 2021, the following request using ","type":"text"},{"text":"CreateSchedule","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.atlassian.net/wiki/spaces/DDE/pages/1067286682"}}]},{"text":" will cause the payments from the 20th of Jan onwards to be $50 weekly, so the structure of the account would be:","type":"text"}]},{"type":"paragraph","content":[{"text":"6th Jan - $10","type":"text"},{"type":"hardBreak"},{"text":"13th Jan - $10","type":"text"},{"type":"hardBreak"},{"text":"20th Jan - $50 ","type":"text"}]},{"type":"paragraph","content":[{"text":"Payments will continue at $50 weekly until the account reaches the end of term or it is closed down.","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Note: If an account is fixed term, the contract value will be set when the account is initially loaded (based on the initial schedule), so in this case, the contract value would need ","type":"text"},{"text":"to be adjusted as well using the ","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"556d6973-c19d-4aa8-976c-2f053b9683b3"}}]},{"text":"AdjustAccountTotalValue","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"556d6973-c19d-4aa8-976c-2f053b9683b3"}},{"type":"link","attrs":{"href":"https://debitsuccess.atlassian.net/wiki/spaces/DDE/pages/1064894962"}}]},{"text":" message.","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"556d6973-c19d-4aa8-976c-2f053b9683b3"}}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Sample","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"d75fd985-cbb2-4a46-a0b3-1b9c47957ecc"}}]},{"text":" request","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"content":[{"text":"\n \n \n \n \n 2020-09-22\n 333\n ReqInit333\n \n 33333\n #Password\n Username\n \n Abc12345\n \n \n \n test schedule 1\n 10\n Weekly\n 123457\n 2020-12-16\n ext123457\n \n \n \n \n","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Sample response","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"7cc77476-f656-4fbe-8856-9084f5a09e17"}}]}]},{"type":"codeBlock","attrs":{"language":"xml"},"content":[{"text":"\n \n 00000000-0000-0000-0000-000000000000\n \n \n \n \n 2020-12-01T16:06:48.3423919+13:00\n 50dc3dbf-f4ec-4e75-8e3e-8dc4e2bedfd6\n \n \n 00\n Success\n Info\n \n \n Succeed\n 66522251\n \n \n \n","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Price increase for custome","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"3675ccc1-968e-4a7d-9f8b-e6540142a2b3"}}]},{"text":"rs","type":"text"}]},{"type":"paragraph","content":[{"text":"A price increase is similar to the tiered schedule example above, but the account must be outside minimum term (unless the customer signs a variation form) and the customer must be notified about the price increase.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Creating a Payment Break ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you want to create a gap in payments for a customer (to give the customer free time), for example:","type":"text"}]},{"type":"paragraph","content":[{"text":"01-Feb $100","type":"text"}]},{"type":"paragraph","content":[{"text":"01-Mar $100","type":"text"}]},{"type":"paragraph","content":[{"text":"01-Apr $100","type":"text","marks":[{"type":"strike"}]}]},{"type":"paragraph","content":[{"text":"01-May $100","type":"text"}]},{"type":"paragraph","content":[{"text":"You would load the first schedule (usually along with the account using ","type":"text"},{"text":"PostCustomerAccount","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.atlassian.net/wiki/pages/resumedraft.action?draftId=1058245920"}}]},{"text":") and then create the 2nd schedule using ","type":"text"},{"text":"CreateSchedule","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.atlassian.net/wiki/spaces/DDE/pages/1067286682"}}]},{"text":" with a ","type":"text"},{"text":"MinimumEffectiveDate","type":"text","marks":[{"type":"code"}]},{"text":" of 01-May and a ","type":"text"},{"text":"previousScheduleEndDate","type":"text","marks":[{"type":"code"}]},{"text":" of 31-Mar, this way the customer will not have a payment due in April. You could achieve a similar outcome using a ","type":"text"},{"text":"suspension","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Suspend an account","versionAtSave":"24"},"href":"/wiki/spaces/DDE/pages/1299022463"}}]},{"text":", but this would add on the suspension period to the end of the contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are using REST APIs, the ","type":"text"},{"text":"Create Recurring Schedule ","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.stoplight.io/docs/debitsuccess-api/CustomerServicesApi.yaml/paths/~1accounts~1%7BaccountId%7D~1recurringSchedules/post"}}]},{"text":"endpoint can be used with the ","type":"text"},{"text":"MinimumEffectiveDate","type":"text","marks":[{"type":"code"}]},{"text":" and ","type":"text"},{"text":"previousScheduleEndDate","type":"text","marks":[{"type":"code"}]},{"text":" parameters set as explained above.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Changing the Instalment Amount for a Future Schedule","type":"text"}]},{"type":"paragraph","content":[{"text":"If you have a schedule starting on a future date and you want to change the amount, date, or frequency of the payment, the easiest way to do this is to replace the schedule with a new one.","type":"text"}]},{"type":"paragraph","content":[{"text":"For example, ","type":"text"}]},{"type":"paragraph","content":[{"text":"Schedule 1 - $100 Monthly from 01-Jan","type":"text"}]},{"type":"paragraph","content":[{"text":"Schedule 2 - $150 Monthly from 01-May","type":"text"}]},{"type":"paragraph","content":[{"text":"If the customer has the above schedules configured and would like to change schedule 2 to be $30 Weekly from 01-May. To do this, you can use ","type":"text"},{"text":"CreateSchedule","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.atlassian.net/wiki/spaces/DDE/pages/1067286682"}}]},{"text":" including an ","type":"text"},{"text":"instalment ","type":"text","marks":[{"type":"code"}]},{"text":"of $30, ","type":"text"},{"text":"frequency","type":"text","marks":[{"type":"code"}]},{"text":" weekly, and ","type":"text"},{"text":"deleteFutureSchedules","type":"text","marks":[{"type":"code"}]},{"text":" set to true. The ","type":"text"},{"text":"deleteFutureSchedules","type":"text","marks":[{"type":"code"}]},{"text":" flag will cause the schedule starting on the same day or future to be removed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are using REST APIs, the ","type":"text"},{"text":"Create Recurring Schedule ","type":"text","marks":[{"type":"link","attrs":{"href":"https://debitsuccess.stoplight.io/docs/debitsuccess-api/CustomerServicesApi.yaml/paths/~1accounts~1%7BaccountId%7D~1recurringSchedules/post"}}]},{"text":"endpoint can be used with the same parameters as explained above.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Related Articles","type":"text"}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"contentbylabel","parameters":{"macroParams":{"showLabels":{"value":"false"},"showSpace":{"value":"false"},"excerptType":{"value":"simple"},"cql":{"value":"label = \"createschedule\""}},"macroMetadata":{"macroId":{"value":"1e7da227-ece3-4c43-82a5-2941ce90f267"},"schemaVersion":{"value":"4"},"title":"Content by Label"}},"localId":"53366175-e82c-4bc0-bb50-007c430747a4"}},{"type":"paragraph"}]},{"type":"layoutColumn","attrs":{"width":33.33},"content":[{"type":"paragraph","content":[{"text":"On this page:","type":"text"}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"cd5a8b62-8c81-49c1-ac66-341dde6b6fd3"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"e452b5a3-5490-43c6-a7c6-76c5d95041cd"}}]}]},{"type":"paragraph"}],"version":1}

Browser not supported