[{"data":1,"prerenderedAt":910},["ShallowReactive",2],{"navigation":3,"\u002Fmoney-in\u002Frecurring\u002Fcollections":148,"\u002Fmoney-in\u002Frecurring\u002Fcollections-surround":905},[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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Mandates","\u002Fmoney-in\u002Fget-paid\u002Felectronic-mandates","4.money-in\u002F1.get-paid\u002F3.electronic-mandates",false,{"title":40,"path":41,"stem":42},"Customers","\u002Fmoney-in\u002Fcustomers","4.money-in\u002F2.customers",{"title":44,"path":45,"stem":46,"children":47,"page":38},"Recurring","\u002Fmoney-in\u002Frecurring","4.money-in\u002F3.recurring",[48,52,56,60],{"title":49,"path":50,"stem":51},"Collections","\u002Fmoney-in\u002Frecurring\u002Fcollections","4.money-in\u002F3.recurring\u002F1.collections",{"title":53,"path":54,"stem":55},"Subscriptions","\u002Fmoney-in\u002Frecurring\u002Fsubscriptions","4.money-in\u002F3.recurring\u002F2.subscriptions",{"title":57,"path":58,"stem":59},"Mandates","\u002Fmoney-in\u002Frecurring\u002Fmandates","4.money-in\u002F3.recurring\u002F4.mandates",{"title":61,"path":62,"stem":63},"Stored Cards","\u002Fmoney-in\u002Frecurring\u002Fstored-cards","4.money-in\u002F3.recurring\u002F5.stored-cards",{"title":65,"path":66,"stem":67,"children":68,"page":38},"Commerce","\u002Fmoney-in\u002Fcommerce","4.money-in\u002F4.commerce",[69,73],{"title":70,"path":71,"stem":72},"Invoices","\u002Fmoney-in\u002Fcommerce\u002Finvoices","4.money-in\u002F4.commerce\u002F1.invoices",{"title":74,"path":75,"stem":76},"Products","\u002Fmoney-in\u002Fcommerce\u002Fproducts","4.money-in\u002F4.commerce\u002F2.products",{"title":78,"path":79,"stem":80},"Terminals","\u002Fmoney-in\u002Fterminals","4.money-in\u002F5.terminals",{"title":82,"path":83,"stem":84,"children":85,"page":38},"Money 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Tokens","\u002Fdevelopers\u002Faccess-tokens","6.developers\u002F1.access-tokens",{"title":108,"path":109,"stem":110},"Integrations","\u002Fdevelopers\u002Fintegrations","6.developers\u002F2.integrations",{"title":112,"path":113,"stem":114},"Webhooks","\u002Fdevelopers\u002Fwebhooks","6.developers\u002F3.webhooks",{"title":116,"path":117,"stem":118,"children":119,"page":38},"Settings","\u002Fsettings","7.settings",[120,124,128,132,136,140,144],{"title":121,"path":122,"stem":123},"Profile","\u002Fsettings\u002Fprofile","7.settings\u002F1.profile",{"title":125,"path":126,"stem":127},"Business Information","\u002Fsettings\u002Fbusiness-info","7.settings\u002F2.business-info",{"title":129,"path":130,"stem":131},"Branding","\u002Fsettings\u002Fbranding","7.settings\u002F3.branding",{"title":133,"path":134,"stem":135},"Invoice Settings","\u002Fsettings\u002Finvoices","7.settings\u002F4.invoices",{"title":137,"path":138,"stem":139},"Payment Methods","\u002Fsettings\u002Fpayment-methods","7.settings\u002F5.payment-methods",{"title":141,"path":142,"stem":143},"Teams","\u002Fsettings\u002Fteams","7.settings\u002F6.teams",{"title":145,"path":146,"stem":147},"History","\u002Fsettings\u002Fhistory","7.settings\u002F7.history",{"id":149,"title":49,"body":150,"description":898,"extension":899,"links":900,"meta":901,"navigation":902,"path":50,"seo":903,"stem":51,"__hash__":904},"docs\u002F4.money-in\u002F3.recurring\u002F1.collections.md",{"type":151,"value":152,"toc":861},"minimark",[153,157,170,173,178,183,186,190,195,198,201,215,218,222,225,228,239,247,250,254,261,266,269,293,297,299,303,306,311,314,323,326,328,332,335,339,342,350,353,355,359,362,366,369,371,375,378,382,385,396,399,413,415,419,422,425,428,436,440,442,446,449,452,456,460,483,487,491,494,517,519,523,526,530,533,543,547,551,554,574,576,580,583,586,589,603,607,610,612,623,626,628,632,635,638,641,655,658,660,663,666,670,672,689,692,694,698,701,705,708,712,715,718,720,724,727,733,737,740,743,747,751,754,759,762,779,781,785,788,821,825,828,833,836,840,843,847,850,854,857],[154,155,156],"p",{},"Collections allow you to collect funds from customers using:",[158,159,160,164,167],"ul",{},[161,162,163],"li",{},"EFT Debit Orders",[161,165,166],{},"Registered Mandates (RM)",[161,168,169],{},"DebiCheck",[154,171,172],{},"Unlike subscriptions, which are used for recurring card payments, collections are designed specifically for bank account collections.",[174,175],"img",{"src":176,"alt":49,"width":177},"\u002Fimages\u002Fcollection.png",800,[179,180,182],"h2",{"id":181},"collection-types","Collection Types",[154,184,185],{},"Two collection types are available:",[174,187],{"src":188,"alt":182,"width":189},"\u002Fimages\u002Fcollection.types.png",200,[191,192,194],"h3",{"id":193},"recurring-collections","Recurring Collections",[154,196,197],{},"Recurring collections are processed automatically by Kwik according to the collection interval configured on the mandate.",[154,199,200],{},"Examples include:",[158,202,203,206,209,212],{},[161,204,205],{},"Monthly insurance premiums",[161,207,208],{},"Membership fees",[161,210,211],{},"Loan repayments",[161,213,214],{},"Service agreements",[154,216,217],{},"Kwik automatically generates and submits collection instructions while adhering to PASA (Payments Association of South Africa) rules and processing windows.",[191,219,221],{"id":220},"one-time-collections","One-Time Collections",[154,223,224],{},"One-time collections are processed only once.",[154,226,227],{},"These collections are commonly created:",[158,229,230,233,236],{},[161,231,232],{},"Through the API",[161,234,235],{},"Via CSV imports",[161,237,238],{},"Directly from the dashboard",[154,240,241,242,246],{},"One-time collections will appear under the ",[243,244,245],"strong",{},"One-time"," tab for monitoring and reporting.",[248,249],"hr",{},[179,251,253],{"id":252},"creating-a-collection","Creating a Collection",[154,255,256,257,260],{},"Select ",[243,258,259],{},"Create"," to create a new collection.",[174,262],{"src":263,"alt":264,"width":265},"\u002Fimages\u002Fcollection.create.png","Create Collection",100,[154,267,268],{},"The collection creation screen allows you to configure:",[158,270,271,274,277,280,282,284,287,290],{},[161,272,273],{},"Payment method",[161,275,276],{},"Customer",[161,278,279],{},"Bank account",[161,281,74],{},[161,283,57],{},[161,285,286],{},"Collection duration",[161,288,289],{},"Invoicing",[161,291,292],{},"Collection rules",[174,294],{"src":295,"alt":296,"width":177},"\u002Fimages\u002Fcollection.create.full.png","Collection Creation",[248,298],{},[191,300,302],{"id":301},"select-a-payment-method","Select a Payment Method",[154,304,305],{},"Choose the payment method that will be used to collect funds.",[174,307],{"src":308,"alt":309,"width":310},"\u002Fimages\u002Fcollection.create.select-payment-method.png","Select Payment Method",400,[154,312,313],{},"Available payment methods may include:",[158,315,316,318,321],{},[161,317,169],{},[161,319,320],{},"EFT Debit Order",[161,322,166],{},[154,324,325],{},"The payment methods displayed depend on what has been enabled and approved on your account.",[248,327],{},[191,329,331],{"id":330},"select-a-customer","Select a Customer",[154,333,334],{},"Collections are linked to a customer record.",[174,336],{"src":337,"alt":338,"width":310},"\u002Fimages\u002Fcollection.create.select-customer.png","Select Customer",[154,340,341],{},"You can:",[158,343,344,347],{},[161,345,346],{},"Select an existing customer",[161,348,349],{},"Create a new customer",[154,351,352],{},"The customer information is used when generating invoices, mandate references and collection instructions.",[248,354],{},[191,356,358],{"id":357},"select-a-bank-account","Select a Bank Account",[154,360,361],{},"A customer's bank account must be linked to the collection.",[174,363],{"src":364,"alt":365,"width":310},"\u002Fimages\u002Fcollection.create.select-bank-account.png","Select Bank Account",[154,367,368],{},"The selected bank account will be used when collection instructions are submitted to the banking network.",[248,370],{},[191,372,374],{"id":373},"products-and-billing-amounts","Products and Billing Amounts",[154,376,377],{},"Products determine what is being billed.",[174,379],{"src":380,"alt":381,"width":189},"\u002Fimages\u002Fcollection.create.select-product.png","Select Product",[154,383,384],{},"Products can be:",[158,386,387,390,393],{},[161,388,389],{},"One-time products",[161,391,392],{},"Recurring products",[161,394,395],{},"Custom line items",[154,397,398],{},"Products are also used for:",[158,400,401,404,407,410],{},[161,402,403],{},"Invoice generation",[161,405,406],{},"Revenue tracking",[161,408,409],{},"Reporting",[161,411,412],{},"Product-level analytics",[248,414],{},[416,417,57],"h1",{"id":418},"mandates",[154,420,421],{},"Collections require a valid mandate.",[154,423,424],{},"A mandate represents the customer's authority allowing funds to be collected from their bank account.",[154,426,427],{},"You may either:",[158,429,430,433],{},[161,431,432],{},"Select an existing mandate",[161,434,435],{},"Create a new mandate",[174,437],{"src":438,"alt":439,"width":310},"\u002Fimages\u002Fcollection.create.select-mandate.png","Select Mandate",[248,441],{},[179,443,445],{"id":444},"debicheck-mandates","DebiCheck Mandates",[154,447,448],{},"DebiCheck mandates require mandate registration and customer authentication.",[154,450,451],{},"When creating a DebiCheck mandate, additional information can be configured.",[174,453],{"src":454,"alt":455,"width":310},"\u002Fimages\u002Fcollection.create.debicheck.add-mandate.png","DebiCheck Mandate",[191,457,459],{"id":458},"debicheck-features","DebiCheck Features",[158,461,462,465,468,471,474,477,480],{},[161,463,464],{},"Contract reference",[161,466,467],{},"Mandate reference",[161,469,470],{},"Collection amount",[161,472,473],{},"Maximum collection amount",[161,475,476],{},"First collection amount",[161,478,479],{},"First collection date",[161,481,482],{},"Collection interval",[191,484,486],{"id":485},"advanced-debicheck-options","Advanced DebiCheck Options",[174,488],{"src":489,"alt":490,"width":310},"\u002Fimages\u002Fcollection.create.debicheck.mandate.advanced.png","Advanced DebiCheck Settings",[154,492,493],{},"Advanced settings include:",[158,495,496,499,502,505,508,511,514],{},[161,497,498],{},"Collection date adjustment",[161,500,501],{},"Variable amount collections",[161,503,504],{},"Collection tracking",[161,506,507],{},"Tracking days",[161,509,510],{},"Annual escalation rules",[161,512,513],{},"Escalation amount",[161,515,516],{},"Approval windows",[248,518],{},[179,520,522],{"id":521},"eft-debit-order-and-registered-mandate-rm","EFT Debit Order and Registered Mandate (RM)",[154,524,525],{},"EFT Debit Orders and Registered Mandates use a similar mandate structure.",[174,527],{"src":528,"alt":529,"width":310},"\u002Fimages\u002Fcollection.create.eft-do-and-rm.add-mandate.png","EFT Debit Order Mandate",[154,531,532],{},"Typical fields include:",[158,534,535,537,539,541],{},[161,536,464],{},[161,538,467],{},[161,540,470],{},[161,542,482],{},[191,544,546],{"id":545},"advanced-eft-debit-order-rm-settings","Advanced EFT Debit Order \u002F RM Settings",[174,548],{"src":549,"alt":550,"width":310},"\u002Fimages\u002Fcollection.create.eft-do-and-rm.mandate.advanced.png","Advanced EFT Debit Order Settings",[154,552,553],{},"Additional options include:",[158,555,556,559,562,564,566,569,572],{},[161,557,558],{},"Date adjustment rules",[161,560,561],{},"Variable collection amounts",[161,563,504],{},[161,565,507],{},[161,567,568],{},"Escalation categories",[161,570,571],{},"Escalation methods",[161,573,516],{},[248,575],{},[179,577,579],{"id":578},"understanding-the-difference-between-debicheck-and-eft-debit-orders-rm","Understanding the Difference Between DebiCheck and EFT Debit Orders \u002F RM",[191,581,169],{"id":582},"debicheck",[154,584,585],{},"DebiCheck mandates are electronically authenticated by the customer through their bank.",[154,587,588],{},"Benefits include:",[158,590,591,594,597,600],{},[161,592,593],{},"Strong customer authentication",[161,595,596],{},"Reduced disputes",[161,598,599],{},"Higher collection success rates",[161,601,602],{},"Improved mandate validation",[191,604,606],{"id":605},"eft-debit-orders-and-registered-mandates-rm","EFT Debit Orders and Registered Mandates (RM)",[154,608,609],{},"Traditional EFT Debit Orders and RM mandates are not authenticated through the customer's bank before collections begin.",[154,611,588],{},[158,613,614,617,620],{},[161,615,616],{},"Faster onboarding",[161,618,619],{},"Simpler mandate capture",[161,621,622],{},"Suitable for lower-risk collections",[154,624,625],{},"Registered Mandates (RM) introduce additional mandate registration controls while still operating differently from DebiCheck authentication.",[248,627],{},[179,629,631],{"id":630},"collection-duration","Collection Duration",[154,633,634],{},"Recurring collections can be configured with a start and end date.",[174,636],{"src":637,"alt":631,"width":310},"\u002Fimages\u002Fcollection.create.duration.png",[154,639,640],{},"Options include:",[158,642,643,646,649,652],{},[161,644,645],{},"Fixed start date",[161,647,648],{},"Fixed end date",[161,650,651],{},"No end date (continue indefinitely)",[161,653,654],{},"Specific processing day",[154,656,657],{},"This allows collections to run for a fixed contract term or indefinitely until cancelled.",[248,659],{},[179,661,289],{"id":662},"invoicing",[154,664,665],{},"Invoices can be generated automatically when collections are created.",[174,667],{"src":668,"alt":669,"width":310},"\u002Fimages\u002Fcollection.create.invoicing.png","Collection Invoicing",[154,671,640],{},[158,673,674,677,680,683,686],{},[161,675,676],{},"Create invoice",[161,678,679],{},"Email invoice",[161,681,682],{},"Configure invoice due date",[161,684,685],{},"Include memo",[161,687,688],{},"Include footer",[154,690,691],{},"Invoice settings can be customised per collection or inherited from your account defaults.",[248,693],{},[179,695,697],{"id":696},"collection-preview","Collection Preview",[154,699,700],{},"A real-time preview is displayed while configuring a collection.",[191,702,704],{"id":703},"invoice-preview","Invoice Preview",[174,706],{"src":707,"alt":704,"width":310},"\u002Fimages\u002Fcollection.create.preview.invoice.png",[191,709,711],{"id":710},"email-preview","Email Preview",[174,713],{"src":714,"alt":711,"width":310},"\u002Fimages\u002Fcollection.create.preview.email.png",[154,716,717],{},"The preview shows exactly what the customer will receive.",[248,719],{},[416,721,723],{"id":722},"bulk-imports","Bulk Imports",[154,725,726],{},"Collections can also be created in bulk using CSV imports.",[154,728,256,729,732],{},[243,730,731],{},"Import"," from the collection list.",[174,734],{"src":735,"alt":736,"width":265},"\u002Fimages\u002Fcollection.import.png","Import Collections",[191,738,302],{"id":739},"select-a-payment-method-1",[154,741,742],{},"When importing recurring collections, first choose the payment method.",[174,744],{"src":745,"alt":746,"width":310},"\u002Fimages\u002Fcollection.import.select-payment-method.png","Select Import Payment Method",[191,748,750],{"id":749},"upload-csv-file","Upload CSV File",[154,752,753],{},"Upload a completed CSV template to create multiple collections simultaneously.",[174,755],{"src":756,"alt":757,"width":758},"\u002Fimages\u002Fcollection.import.modal.png","Import Collection CSV","auto",[154,760,761],{},"This is particularly useful for:",[158,763,764,767,770,773,776],{},[161,765,766],{},"Large customer migrations",[161,768,769],{},"Payroll deductions",[161,771,772],{},"Membership imports",[161,774,775],{},"Insurance books",[161,777,778],{},"Loan portfolios",[248,780],{},[179,782,784],{"id":783},"collection-lifecycle","Collection Lifecycle",[154,786,787],{},"A typical recurring collection follows this process:",[789,790,791,794,797,800,803,806,809,812,815,818],"ol",{},[161,792,793],{},"Create or select a customer.",[161,795,796],{},"Select a bank account.",[161,798,799],{},"Select products.",[161,801,802],{},"Create or select a mandate.",[161,804,805],{},"Configure collection rules.",[161,807,808],{},"Configure invoicing.",[161,810,811],{},"Save the collection.",[161,813,814],{},"Kwik automatically submits collection instructions according to PASA processing rules.",[161,816,817],{},"Funds are collected and reconciled automatically.",[161,819,820],{},"Receipts and reports become available once processing is complete.",[179,822,824],{"id":823},"related-sections","Related Sections",[154,826,827],{},"Manage customers:",[154,829,830],{},[831,832,40],"a",{"href":41},[154,834,835],{},"Manage mandates:",[154,837,838],{},[831,839,57],{"href":58},[154,841,842],{},"Manage products:",[154,844,845],{},[831,846,74],{"href":75},[154,848,849],{},"Recurring card payments:",[154,851,852],{},[831,853,53],{"href":54},[154,855,856],{},"View transactions:",[154,858,859],{},[831,860,13],{"href":14},{"title":862,"searchDepth":863,"depth":864,"links":865},"",1,2,[866,871,877,881,884,888,889,890,896,897],{"id":181,"depth":864,"text":182,"children":867},[868,870],{"id":193,"depth":869,"text":194},3,{"id":220,"depth":869,"text":221},{"id":252,"depth":864,"text":253,"children":872},[873,874,875,876],{"id":301,"depth":869,"text":302},{"id":330,"depth":869,"text":331},{"id":357,"depth":869,"text":358},{"id":373,"depth":869,"text":374},{"id":444,"depth":864,"text":445,"children":878},[879,880],{"id":458,"depth":869,"text":459},{"id":485,"depth":869,"text":486},{"id":521,"depth":864,"text":522,"children":882},[883],{"id":545,"depth":869,"text":546},{"id":578,"depth":864,"text":579,"children":885},[886,887],{"id":582,"depth":869,"text":169},{"id":605,"depth":869,"text":606},{"id":630,"depth":864,"text":631},{"id":662,"depth":864,"text":289},{"id":696,"depth":864,"text":697,"children":891},[892,893,894,895],{"id":703,"depth":869,"text":704},{"id":710,"depth":869,"text":711},{"id":739,"depth":869,"text":302},{"id":749,"depth":869,"text":750},{"id":783,"depth":864,"text":784},{"id":823,"depth":864,"text":824},"Create and manage recurring and one-time EFT Debit Order, RM and DebiCheck collections.","md",null,{},true,{"title":49,"description":898},"4BXSCGVw2vdvPfud7iVj_X8D-7LYqqvlvSHnUfkxN4Y",[906,908],{"title":40,"path":41,"stem":42,"description":907,"children":-1},"Manage customer profiles, mandates, subscriptions, collections and payment activity.",{"title":53,"path":54,"stem":55,"description":909,"children":-1},"Create and manage recurring card payment subscriptions.",1780840827118]