Using the API and UI together
DDCMS provides a useful User Interface (UI) available via your browser which gives access to your customer data and a suite of reports.
If you have chosen to do a "full integration" with your own Customer Relationship Management or Accounting software, then it must be borne in mind that your software is driving the payment process entirely. In "full integration" mode you will be using the API to set up direct debits and send ad-hoc payments as and when collections are required; in this arrangement we generally advise against using the UI other than to download paid/unpaid reports.
It is important to note that when using the API in a "full integration" the following anomalies will be present within the UI:
- The account and arrears balances shown in the Access PaySuite UI against each customer will not reflect manual payments made in your CRM/Accounts package unless they are also (double) keyed as manual payments onto the DDCMS UI.
If you require any further assistance with using the API and UI together, please contact our technical support team.