How to modify an ACH Recurring schedule. Changing: Payor information, Payment type, and Payment Schedule information
When editing an ACH recurring schedule you will first need to click the "View Recurring Schedules" link under PDC ECheck Services section.
After selecting this option, you will have to at least one of the following: First name, last name, checking account number, account reference number, when the transaction was created (or approximately when it was created), payment due date, or the last date it was modified (as indicated by the red arrows in the image). Verify that you are looking up the correct service too (as indicated by the blue arrow in the image). Once that has been selected, click "Search."
In the new page you should see information containing the customers information. On the far left of the screen there is an icon of a magnifying glass, that is how you look up the details for that particular transaction. Click on the magnifying glass associated to the transaction that needs to be corrected/changed. Purple arrow indicates the payment type, in this case it is Check.
From this page you can make many corrections. You may: change payor information (indicated by red arrow in image), change payment type information (indicated by blue arrow in image), and payment information (indicated by purple arrow in image).
First, let's edit the Payor Information. Click "Edit" beside Payor Information. From this new screen you may change payor information including their address, city, state, zip code, and email address. Select "Save Changes" or "Change Email Address" to save changes. (Verify changes occurred.)
Second, let's edit in the Payment Information field. Click "Edit" beside Payment information. From this new screen you may change credit card information, change payment type to (from) Credit Card from (to) Check/ACH. Include the required information in this page and select "Save Changes". Verify that changes to occurred.
These two images (above and below) are in the same field (Payment Information). One is for Credit Card information (top) and the other is for Check/ACH information (bottom). This is how you may change what method of payment the customer wants to be charged by. Once the information has been updated/changed, the old information is automatically deleted from the system.
Last, let's edit in the Payment Schedule field. Click "edit" beside Payment Schedule field. From this new screen you may change the "status" of the account or delete the schedule. Note that if any payments have been processed from that account then only future payments will be deleted and the account will be moved to inactive. Verify that changes occurred.
You may also click on any of the following: "Print Schedule", "View Signature", and "Order Signature Audit Report" which are located to the right of the Payment Schedule field.