[{"data":1,"prerenderedAt":876},["ShallowReactive",2],{"navigation":3,"\u002Fmoney-in\u002Fget-paid\u002Felectronic-mandates":148,"\u002Fmoney-in\u002Fget-paid\u002Felectronic-mandates-surround":871},[4,8,12,16,81,98,115],{"title":5,"path":6,"stem":7},"Home","\u002Fhome","1.home",{"title":9,"path":10,"stem":11},"Insights","\u002Finsights","2.insights",{"title":13,"path":14,"stem":15},"Transactions","\u002Ftransactions","3.transactions",{"title":17,"path":18,"stem":19,"children":20,"page":38},"Money In","\u002Fmoney-in","4.money-in",[21,39,43,64,77],{"title":22,"path":23,"stem":24,"children":25,"page":38},"Get Paid","\u002Fmoney-in\u002Fget-paid","4.money-in\u002F1.get-paid",[26,30,34],{"title":27,"path":28,"stem":29},"Payment Links","\u002Fmoney-in\u002Fget-paid\u002Fpayment-links","4.money-in\u002F1.get-paid\u002F1.payment-links",{"title":31,"path":32,"stem":33},"Pay 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customers to authorise future collections electronically. Once authorised, collections can be processed according to the schedule and payment method selected.",[158,159,160],"blockquote",{},[154,161,162,166,167,170,171,174,175,178,179,182],{},[163,164,165],"strong",{},"Note:"," Electronic Mandates are used for ",[163,168,169],{},"DebiCheck",", ",[163,172,173],{},"Registered Mandates (RM)"," and ",[163,176,177],{},"EFT Debit Orders",". For card payments and alternative payment methods, see ",[180,181,27],"a",{"href":28},".",[184,185],"img",{"src":186,"alt":35,"width":187},"\u002Fimages\u002Felectronic-mandates.png","auto",[189,190,192],"h2",{"id":191},"creating-an-electronic-mandate","Creating an Electronic Mandate",[154,194,195,196,199],{},"Click the ",[163,197,198],{},"Create"," button in the top-right corner.",[184,201],{"src":202,"alt":203,"width":204},"\u002Fimages\u002Felectronic-mandates.create.png","Create Electronic Mandate",100,[206,207,209],"h3",{"id":208},"step-1-select-a-mandate-type","Step 1: Select a Mandate Type",[154,211,212],{},"Choose how the customer will authorise the mandate.",[184,214],{"src":215,"alt":216,"width":217},"\u002Fimages\u002Felectronic-mandates.create.type.png","Mandate Type",400,[154,219,220],{},"The available options depend on your account configuration and enabled payment methods.",[206,222,224],{"id":223},"step-2-select-a-payment-method","Step 2: Select a Payment Method",[154,226,227],{},"Choose the collection method that will be used after authorisation.",[184,229],{"src":230,"alt":231,"width":217},"\u002Fimages\u002Felectronic-mandates.create.payment-method.png","Payment Method",[233,234,235,247],"table",{},[236,237,238],"thead",{},[239,240,241,244],"tr",{},[242,243,231],"th",{},[242,245,246],{},"Description",[248,249,250,258,265],"tbody",{},[239,251,252,255],{},[253,254,169],"td",{},[253,256,257],{},"Bank-authenticated mandates with customer approval through their bank.",[239,259,260,262],{},[253,261,173],{},[253,263,264],{},"PASA registered mandates that support ongoing collections.",[239,266,267,269],{},[253,268,177],{},[253,270,271],{},"Standard EFT debit order collections.",[206,273,275],{"id":274},"step-3-select-products","Step 3: Select Products",[154,277,278],{},"Choose the products or subscriptions that the customer will authorise.",[184,280],{"src":281,"alt":282,"width":283},"\u002Fimages\u002Felectronic-mandates.create.product-select.png","Select Products",200,[154,285,286],{},"You can include:",[288,289,290,294,297],"ul",{},[291,292,293],"li",{},"One-time products",[291,295,296],{},"Recurring subscriptions",[291,298,299],{},"Multiple products",[189,301,303],{"id":302},"mandate-configuration","Mandate Configuration",[184,305],{"src":306,"alt":303,"width":187},"\u002Fimages\u002Felectronic-mandates.create.full.png",[206,308,310],{"id":309},"start-collecting","Start Collecting",[154,312,313],{},"Specify when collections should begin.",[184,315],{"src":316,"alt":310,"width":283},"\u002Fimages\u002Felectronic-mandates.create.payment.start-collecting.png",[206,318,320],{"id":319},"end-collecting","End Collecting",[154,322,323],{},"Choose when collections should stop.",[184,325],{"src":326,"alt":320,"width":283},"\u002Fimages\u002Felectronic-mandates.create.payment.end-collecting.png",[154,328,329],{},"Options typically include:",[288,331,332,335,338],{},[291,333,334],{},"Never end",[291,336,337],{},"End on a specific date",[291,339,340],{},"End after a number of successful collections",[206,342,344],{"id":343},"mandate-only-or-mandate-and-collections","Mandate Only or Mandate and Collections",[154,346,347],{},"Choose whether you want to:",[184,349],{"src":350,"alt":351,"width":283},"\u002Fimages\u002Felectronic-mandates.create.payment.mandate-only-or-collections-too.png","Mandate Options",[288,353,354,357],{},[291,355,356],{},"Create a mandate only.",[291,358,359],{},"Create a mandate and automatically schedule collections.",[189,361,363],{"id":362},"debicheck-and-rm-fields","DebiCheck and RM Fields",[154,365,366,367,369,370,372],{},"When ",[163,368,169],{}," or ",[163,371,173],{}," is selected, additional fields are displayed.",[184,374],{"src":375,"alt":376,"width":217},"\u002Fimages\u002Felectronic-mandates.create.payment.debicheck.fields.png","DebiCheck Fields",[233,378,379,388],{},[236,380,381],{},[239,382,383,386],{},[242,384,385],{},"Field",[242,387,246],{},[248,389,390,398,406,414,422,430,438],{},[239,391,392,395],{},[253,393,394],{},"Debit Day",[253,396,397],{},"Day of the month the collection should take place.",[239,399,400,403],{},[253,401,402],{},"First Collection Date",[253,404,405],{},"Date of the first collection.",[239,407,408,411],{},[253,409,410],{},"Collection Amount",[253,412,413],{},"Amount that will be collected.",[239,415,416,419],{},[253,417,418],{},"Frequency",[253,420,421],{},"How often collections should occur.",[239,423,424,427],{},[253,425,426],{},"Tracking Days",[253,428,429],{},"Number of days a collection may be tracked after the debit day.",[239,431,432,435],{},[253,433,434],{},"Contract Reference",[253,436,437],{},"Reference used to identify the agreement with the customer.",[239,439,440,443],{},[253,441,442],{},"Customer Reference",[253,444,445],{},"Reference that appears on reports and transaction records.",[189,447,449],{"id":448},"eft-debit-order-fields","EFT Debit Order Fields",[154,451,366,452,454],{},[163,453,177],{}," is selected, the EFT-specific fields are displayed.",[184,456],{"src":457,"alt":458,"width":217},"\u002Fimages\u002Felectronic-mandates.create.payment.debit-order.fields.png","Debit Order Fields",[233,460,461,469],{},[236,462,463],{},[239,464,465,467],{},[242,466,385],{},[242,468,246],{},[248,470,471,477,483,489,495,502],{},[239,472,473,475],{},[253,474,394],{},[253,476,397],{},[239,478,479,481],{},[253,480,402],{},[253,482,405],{},[239,484,485,487],{},[253,486,410],{},[253,488,413],{},[239,490,491,493],{},[253,492,418],{},[253,494,421],{},[239,496,497,499],{},[253,498,426],{},[253,500,501],{},"Number of days collections should be tracked after the debit day.",[239,503,504,506],{},[253,505,442],{},[253,507,508],{},"Reference used to identify the customer or agreement.",[189,510,512],{"id":511},"advanced-settings","Advanced Settings",[154,514,515],{},"Additional mandate configuration options are available under Advanced Settings.",[184,517],{"src":518,"alt":512,"width":283},"\u002Fimages\u002Felectronic-mandates.create.payment.advanced.png",[206,520,522],{"id":521},"eft-and-rm-settings","EFT and RM Settings",[184,524],{"src":525,"alt":522,"width":217},"\u002Fimages\u002Felectronic-mandates.create.payment.advanced.eft-and-rm.png",[154,527,528],{},"These settings control how EFT Debit Orders and Registered Mandates are processed.",[206,530,532],{"id":531},"debicheck-settings","DebiCheck Settings",[184,534],{"src":535,"alt":532,"width":217},"\u002Fimages\u002Felectronic-mandates.create.payment.advanced.debicheck-only.png",[154,537,538],{},"DebiCheck-specific options include mandate approval and adjustment controls.",[540,541,543],"h4",{"id":542},"approval-window","Approval Window",[184,545],{"src":546,"alt":543,"width":217},"\u002Fimages\u002Felectronic-mandates.create.payment.advanced.debicheck.approval-window.png",[154,548,549],{},"Defines how long the customer has to approve the DebiCheck mandate.",[540,551,553],{"id":552},"adjustment-category","Adjustment Category",[184,555],{"src":556,"alt":553,"width":283},"\u002Fimages\u002Felectronic-mandates.create.payment.advanced.debicheck.adjustment.category.png",[154,558,559],{},"Specifies how future collection amount adjustments may be handled.",[540,561,563],{"id":562},"adjustments","Adjustments",[184,565],{"src":566,"alt":563,"width":283},"\u002Fimages\u002Felectronic-mandates.create.payment.advanced.debicheck.adjustment.png",[154,568,569],{},"Allows predefined collection amount changes within approved parameters.",[189,571,573],{"id":572},"custom-fields","Custom Fields",[154,575,576],{},"Capture additional information from customers.",[184,578],{"src":579,"alt":573,"width":217},"\u002Fimages\u002Felectronic-mandates.create.custom-fields.png",[154,581,582,583,586],{},"Click ",[163,584,585],{},"Add custom field"," to create a new field.",[184,588],{"src":589,"alt":590,"width":217},"\u002Fimages\u002Felectronic-mandates.create.custom-fields.type.png","Custom Field Types",[154,592,593],{},"Available field types:",[288,595,596,599,602,605,608],{},[291,597,598],{},"Text",[291,600,601],{},"Number",[291,603,604],{},"Email",[291,606,607],{},"Select",[291,609,610],{},"Checkbox",[189,612,614],{"id":613},"dynamic-terms-and-conditions","Dynamic Terms and Conditions",[154,616,617],{},"Add custom terms and conditions that customers must accept before authorising the mandate.",[184,619],{"src":620,"alt":621,"width":217},"\u002Fimages\u002Felectronic-mandates.create.dynamic-terms.png","Dynamic Terms",[189,623,625],{"id":624},"after-authorisation","After Authorisation",[154,627,628],{},"Choose what should happen after the customer completes the mandate process.",[184,630],{"src":631,"alt":625,"width":217},"\u002Fimages\u002Felectronic-mandates.create.after-payment.png",[154,633,634],{},"Available options include:",[288,636,637,640,643],{},[291,638,639],{},"Generate invoice and send receipt",[291,641,642],{},"Send confirmation email",[291,644,645],{},"Show confirmation page",[206,647,649],{"id":648},"redirect-customer","Redirect Customer",[154,651,652],{},"You can redirect the customer back to your website after completion.",[184,654],{"src":655,"alt":649,"width":217},"\u002Fimages\u002Felectronic-mandates.create.after-payment.redirect.png",[154,657,658],{},"Configure:",[288,660,661,664],{},[291,662,663],{},"Success URL",[291,665,666],{},"Cancel URL",[189,668,670],{"id":669},"preview","Preview",[154,672,673],{},"Preview the customer-facing mandate page before publishing.",[184,675],{"src":676,"alt":677,"width":678},"\u002Fimages\u002Felectronic-mandates.create.preview.png","Mandate Preview",600,[206,680,682],{"id":681},"invoice-preview","Invoice Preview",[184,684],{"src":685,"alt":682,"width":678},"\u002Fimages\u002Felectronic-mandates.create.preview.invoice.png",[189,687,689],{"id":688},"save-or-publish","Save or Publish",[184,691],{"src":692,"alt":689,"width":283},"\u002Fimages\u002Felectronic-mandates.create.save-or-draft.png",[154,694,695],{},"You can:",[288,697,698,701],{},[291,699,700],{},"Save as Draft",[291,702,703],{},"Publish immediately",[189,705,707],{"id":706},"managing-electronic-mandates","Managing Electronic Mandates",[154,709,710],{},"Use the Actions menu to manage existing mandates.",[184,712],{"src":713,"alt":714,"width":204},"\u002Fimages\u002Felectronic-mandates.actions.png","Electronic Mandate Actions",[154,716,717],{},"Available actions include:",[233,719,720,729],{},[236,721,722],{},[239,723,724,727],{},[242,725,726],{},"Action",[242,728,246],{},[248,730,731,739,747,755,763,771,779],{},[239,732,733,736],{},[253,734,735],{},"View",[253,737,738],{},"View the mandate configuration.",[239,740,741,744],{},[253,742,743],{},"Share Link",[253,745,746],{},"Copy and share the mandate link.",[239,748,749,752],{},[253,750,751],{},"Duplicate",[253,753,754],{},"Create a copy of an existing mandate.",[239,756,757,760],{},[253,758,759],{},"Edit",[253,761,762],{},"Update the mandate configuration.",[239,764,765,768],{},[253,766,767],{},"Deactivate",[253,769,770],{},"Prevent new mandate authorisations.",[239,772,773,776],{},[253,774,775],{},"Archive",[253,777,778],{},"Hide the mandate from active lists.",[239,780,781,784],{},[253,782,783],{},"Delete",[253,785,786],{},"Permanently remove the mandate.",[189,788,129],{"id":789},"branding",[154,791,792,793,182],{},"The colours, logo and customer-facing appearance of mandate pages and invoices can be customised under ",[180,794,129],{"href":130},[154,796,797],{},"This branding is automatically applied to:",[288,799,800,802,804,806],{},[291,801,35],{},[291,803,27],{},[291,805,31],{},[291,807,808],{},"Generated Invoices",[189,810,812],{"id":811},"tips","Tips",[288,814,815,818,821,824,827],{},[291,816,817],{},"Use DebiCheck when customer bank authentication is required.",[291,819,820],{},"Use RM for PASA-compliant recurring collections.",[291,822,823],{},"Use EFT Debit Orders for standard debit order collections.",[291,825,826],{},"Test your mandate flow before sending it to customers.",[291,828,829],{},"Configure branding to provide a consistent customer experience.",{"title":831,"searchDepth":832,"depth":833,"links":834},"",1,2,[835,841,846,847,848,852,853,854,857,860,861,862,863],{"id":191,"depth":833,"text":192,"children":836},[837,839,840],{"id":208,"depth":838,"text":209},3,{"id":223,"depth":838,"text":224},{"id":274,"depth":838,"text":275},{"id":302,"depth":833,"text":303,"children":842},[843,844,845],{"id":309,"depth":838,"text":310},{"id":319,"depth":838,"text":320},{"id":343,"depth":838,"text":344},{"id":362,"depth":833,"text":363},{"id":448,"depth":833,"text":449},{"id":511,"depth":833,"text":512,"children":849},[850,851],{"id":521,"depth":838,"text":522},{"id":531,"depth":838,"text":532},{"id":572,"depth":833,"text":573},{"id":613,"depth":833,"text":614},{"id":624,"depth":833,"text":625,"children":855},[856],{"id":648,"depth":838,"text":649},{"id":669,"depth":833,"text":670,"children":858},[859],{"id":681,"depth":838,"text":682},{"id":688,"depth":833,"text":689},{"id":706,"depth":833,"text":707},{"id":789,"depth":833,"text":129},{"id":811,"depth":833,"text":812},"Create electronic mandates for DebiCheck, Registered Mandates (RM) and EFT Debit Order collections.","md",null,{},true,{"title":35,"description":864},"z0IiL1UQnksGRRGTMEmDHWv-Jnm9U3FyGktKBjv9OtY",[872,874],{"title":31,"path":32,"stem":33,"description":873,"children":-1},"Generate embeddable payment buttons that can be added directly to your website.",{"title":40,"path":41,"stem":42,"description":875,"children":-1},"Manage customer profiles, mandates, subscriptions, collections and payment activity.",1780840827083]