Click on images to expand in a new tab.
Overview
If you need your AdviserLogic billing payments to be debited on a different schedule, for example, changing from monthly to yearly, or choosing a different day of the month, you can request this change by raising a ticket. This helps align payment timing with your cash-flow needs.
How to Raise the Request
The Practice Champion can submit a request through the Help Centre to change the frequency or date of the direct debit payment.
Select Invoice Query - Request Form from Create a ticket
Select the Other option from the drop-down under Type of Invoice Query
Enter the preferred billing frequency or the new day of the month for your direct-debit payment.
Once details are entered, select the Create Ticket button to submit the request.
📌Note
You can set your direct-debit invoice payments to either monthly or yearly. You may also select a payment date within the first week of the month, and all future payments will be processed on the date you choose.
Verification and Refund Process
After your request is submitted, our support team will review and get the payment frequency or date updated. Once the change has been verified, we will send you a confirmation on the same ticket. The new schedule will take effect from your next billing cycle, with payments deducted according to the updated details.
📌Note
Only the Practice Champion can submit a ticket to request an update of the frequency or the date of direct debit payment and can track the progress of the request through the Help Centre.
The Practice Champion can also email us at [email protected] with the transaction details
If other staff members need to submit a request or follow up on its status, they can do so by emailing [email protected] and copying in the Practice Champion.
💡Tip
If you are unable to make the payment in the first week of a particular month, inform us in advance. We can make an exception to allow the payment via direct debit between the 1st and the 15th for that month only.