TCM1000553 - How to 鈥楥reate Customer鈥� on the National Direct Debit System (NDDS)

Version 1.0

Changes to previous version - new guidance

Step 1

  • select 鈥楥reate Customer鈥�. You will be taken to the 鈥楥reate Customer鈥� screen

Note: You cannot amend the customer reference. It will be pre-populated with the reference you used to carry out the initial search. This will be the reference that NDDS gives to the customer for future identification

  • select 鈥楶erson鈥� from the options available in the 鈥楥ustomer Type鈥� field
  • select the appropriate title from the 鈥楾itle鈥� field
  • enter the customers first name in the 鈥楩irst Name鈥� field
  • enter the customers last name in the 鈥楲ast Name鈥� field
  • enter the customers full address in the 鈥楢ddress Line 1鈥� through to 鈥楢ddress Line 5鈥� field
  • enter the customers post code in the 鈥楶ost Code鈥� field

Note: Whatever you type in is what will go out on correspondence to the customer. So please pay attention to upper/lower case and ensure that you set-up the full postal address

  • if applicable, enter the customers email address in the 鈥楨mail Address鈥� field
  • if applicable, enter the customers telephone number in the 鈥楾elephone鈥� field
  • select the 鈥榃elsh Language鈥� checkbox if the customer requires the 鈥榃elsh Language Service鈥�
  • select 鈥楢udio鈥�, 鈥楤raille鈥� or 鈥楲arge Print鈥� from the options available in the 鈥楽pecial Needs鈥� field if required
  • confirm with the customer that the details you have just entered are correct
  • select 鈥楥onfirm鈥�.