Ad Hoc Plans

Introduction

An Ad Hoc plan schedules payments when requested, and as such has no timing component associated with it. An Ad Hoc plan remains active until it is requested to be closed or a time span of more than thirteen months occurs between collections (as per the Direct Debit Scheme Rules).

Collecting from an Ad Hoc payer

To schedule a payment for an Ad Hoc payer, navigate to the required plan on the Edit Payer screen (pictured below) and click on the “View Schedule” button.

In the below example, the schedule for this Ad Hoc payer is empty. To add a new payment, click on the ‘+’ button in the top row of the table.

Once in an editable state, details of the payment can be modified, such as the collection amount, and the collection date. The collection date must be in the future, and allow for the Advanced Notice Period configured for that group. Click on the ‘Save Changes” button to schedule the payment.