Mandates

What it does

Mandates are authorisations from your customers to collect payments directly from their bank account. Each mandate stores the customer's bank details, reference, and status. You can import mandates in bulk from CSV files.

Key actions

• Create mandates with customer bank details
• Import mandates in bulk from CSV
• Validate bank details (sort code and account number)
• Cancel mandates when no longer needed
• View and edit mandate details

Getting started

Go to Direct Debit > Mandates. Create mandates individually or import them in bulk. Each mandate needs the customer, sort code, and account number.