Overview

The Collection Service Provider (CSP) Enquiry feature allows you to view a payback instruction and its associated instalments exactly as they are recorded on the CSP's system or portal. This is useful for verifying that collection details have been transmitted correctly and for understanding the status of an instruction from the perspective of the external collection service.

How to Perform a CSP Enquiry:

1. Navigate to Client Administration.
2. Search for and select the desired Existing Client.
3. Go to the Payback Instructions tab.
4. Click on CSP Enquiry.

Understanding the Information Displayed

The enquiry results will display the following details about the payback instruction and its individual instalments.

Instruction Details

• CSP: The name of the Collection Service Provider handling the instruction (e.g., NuPay, Stratcol).
• CSP Reference: The unique reference number for the instruction as assigned by the CSP.
• User Reference: The MAXCOLLECT reference number assigned to the instruction within the MAXMONEY system.
• Instruction Status: The current status of the overall payback instruction as reported by the CSP.

Instalment Details

Each instalment registered under the payback instruction will be listed individually.

• Instalment: The sequence number for each instalment (e.g., 1, 2, 3).
• Instalment Status: The current status of that specific instalment at the CSP.
• Tracking Date: The scheduled date for the collection of the instalment.
• Instalment Amount: The amount scheduled to be collected for that instalment.
• Tracking: The number of days the system will continue to attempt collection after the initial tracking date.
• Tracking Dec: The specific number of tracking days allocated for collections scheduled in December.

Available Actions

• Back: Click this button to return to the previous page.