Amend a standing order or direct debit
About amending a standing order or direct debit
You can amend the details of a standing order or direct debit at any time.
You cannot amend the Posting type even if postings have not been generated. When postings have been generated, you cannot amend the initial Reference. date and value of first payment, or the VAT code if the Posting Type is vatable.
If you decide to change the direct debit or standing order values, the Cash Book automatically recalculates and displays the remaining values for you.
You can also use this to view entries which have already been posted for a specific direct debit or standing order.
To amend a standing order or direct debit
Open: Cash Book > Standing Orders and Direct Debits > Maintain Standing Orders and Direct Debits.
- Select the Cash bank account the standing order or direct debit is assigned to.
- Select the one that you want to amend from the list of Standing orders/direct debits.
- Click Edit and the current settings for the standing order or direct debit are displayed.
- Update the required details and click Save.
- To view entries which have already been posted for a specific direct debit or standing order, select the Posted Payments tab.