Payment plans in MyACC for Business
We’ve added new functionality to MyACC for Business that will allow you, as an agent or advisor, to set up a payment plan on behalf of your clients. You can do this by going into the ‘Payments’ tab.
You will no longer have to complete a direct debit paper form every time you’d like to set up a payment plan for your clients.
Your client will need to have a bank account on file with us already for you to set up the payment plan. If they don’t, they’ll need to contact us themselves, in order to add their bank account details before you can set up the plan.
Once a payment plan is created, or if one was already in place, you can now see the schedule of all your client’s upcoming payments, as well as how much is due and when.
If you have any technical issues with creating payment plans on MyACC for Business, you can contact us. Screenshots, where applicable, will be helpful.