Mandates
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The Mandates view is a management tool that allows you to create, amend and delete mandates. Mandates are records of recurring billing agreements that can be used to create collections that are both authenticated DebiCheck or non-authenticated debit orders.
When registered, mandates can be set to automatically generate and approve collections for submission according to your collection rules and strategy. Alternatively, collections can be generated for mandates manually or added without mandates on an ad hoc basis.
This view is accessible by admins, managers and team leads and can be found via the side menu by clicking on the Mandates menu link.
Within the Mandates view you can create a single mandate or multiple mandates by uploading a populated Excel template.
Click on the Actions button in the menu bar and select Add. A series of modal windows will appear that require information about the customer and the mandate respectively. Certain input fields, such as the ID number and account number, can be checked and verified. IDV (built in) and CDV are free sense checks of the input field format, whereas verifying the ID number and the account number (AVSR) are both live services that are pay-as-you-use.
Once the forms have been completed and submitted, the data table will be updated accordingly. If either EFT or NAEDO was selected as mandate instrument, the new mandate will show in the EFT/NAEDO tab view. Conversely, if DebiCheck was selected, the mandate will show in the DebiCheck tab view.
Within the Mandates view, you can edit a single mandate or multiple mandates by uploading a populated Excel template.
Select a record within the data table by clicking its checkbox. Click on the Actions button in the menu bar and select Edit selected. A modal window will appear with the existing input field data. Make any required changes directly in the input fields and then click Next. After making changes in the second window click Edit to save.