TCM1000553 | How to ‘Create Customer’ on the National Direct Debit System (NDDS)

Version 1.0

Changes to previous version - new guidance

Step 1

• select ‘Create Customer’. You will be taken to the ‘Create Customer’ 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 ‘Person’ from the options available in the ‘Customer Type’ field

• select the appropriate title from the ‘Title’ field

• enter the customers first name in the ‘First Name’ field

• enter the customers last name in the ‘Last Name’ field

• enter the customers full address in the ‘Address Line 1’ through to ‘Address Line 5’ field

• enter the customers post code in the ‘Post Code’ 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 ‘Email Address’ field

• if applicable, enter the customers telephone number in the ‘Telephone’ field

• select the ‘Welsh Language’ checkbox if the customer requires the ‘Welsh Language Service’

• select ‘Audio’, ‘Braille’ or ‘Large Print’ from the options available in the ‘Special Needs’ field if required

• confirm with the customer that the details you have just entered are correct

• select ‘Confirm’.