[{"data":1,"prerenderedAt":587},["ShallowReactive",2],{"navigation":3,"\u002Fmoney-in\u002Frecurring\u002Fmandates":148,"\u002Fmoney-in\u002Frecurring\u002Fmandates-surround":582},[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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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":57,"body":150,"description":575,"extension":576,"links":577,"meta":578,"navigation":579,"path":58,"seo":580,"stem":59,"__hash__":581},"docs\u002F4.money-in\u002F3.recurring\u002F4.mandates.md",{"type":151,"value":152,"toc":551},"minimark",[153,157,160,173,176,181,186,189,192,203,206,218,221,226,229,233,236,240,243,335,337,341,344,361,364,366,370,373,377,388,391,394,398,401,403,407,459,462,464,468,472,475,479,482,486,489,493,496,500,503,505,509,526,530,533,537,540,544,547],[154,155,156],"p",{},"The Mandates section provides a central view of all customer mandates created on your account.",[154,158,159],{},"This includes:",[161,162,163,167,170],"ul",{},[164,165,166],"li",{},"EFT Debit Orders",[164,168,169],{},"Registered Mandates (RM)",[164,171,172],{},"DebiCheck Mandates",[154,174,175],{},"The section is primarily used for monitoring mandate statuses, searching for specific mandates, and troubleshooting collection issues.",[177,178],"img",{"src":179,"alt":57,"width":180},"\u002Fimages\u002Fmandates.png",800,[182,183,185],"h2",{"id":184},"what-is-a-mandate","What is a Mandate?",[154,187,188],{},"A mandate is the customer's authorisation allowing you to collect funds from their bank account.",[154,190,191],{},"Depending on the payment method used, this may be:",[161,193,194,197,200],{},[164,195,196],{},"An EFT Debit Order mandate",[164,198,199],{},"A Registered Mandate (RM)",[164,201,202],{},"A DebiCheck mandate",[154,204,205],{},"Mandates are typically created through:",[161,207,208,210,212,215],{},[164,209,35],{},[164,211,49],{},[164,213,214],{},"Customer onboarding processes",[164,216,217],{},"API integrations",[154,219,220],{},"For more information see:",[154,222,223],{},[224,225,35],"a",{"href":36},[227,228],"hr",{},[182,230,232],{"id":231},"viewing-mandates","Viewing Mandates",[154,234,235],{},"The mandate list provides an overview of all mandates linked to your account.",[177,237],{"src":179,"alt":238,"width":239},"Mandates List","auto",[154,241,242],{},"The list displays:",[244,245,246,259],"table",{},[247,248,249],"thead",{},[250,251,252,256],"tr",{},[253,254,255],"th",{},"Field",[253,257,258],{},"Description",[260,261,262,271,279,287,295,303,311,319,327],"tbody",{},[250,263,264,268],{},[265,266,267],"td",{},"Status",[265,269,270],{},"Current mandate status.",[250,272,273,276],{},[265,274,275],{},"Created",[265,277,278],{},"Date the mandate was created.",[250,280,281,284],{},[265,282,283],{},"Name",[265,285,286],{},"Customer name associated with the mandate.",[250,288,289,292],{},[265,290,291],{},"ID Number",[265,293,294],{},"Customer ID number or registration number.",[250,296,297,300],{},[265,298,299],{},"Contract Reference",[265,301,302],{},"Your unique contract reference.",[250,304,305,308],{},[265,306,307],{},"Mandate Reference",[265,309,310],{},"Unique mandate reference generated by the system.",[250,312,313,316],{},[265,314,315],{},"Payment Method",[265,317,318],{},"EFT Debit Order, RM, or DebiCheck.",[250,320,321,324],{},[265,322,323],{},"Payment Interval",[265,325,326],{},"One-time or recurring collection frequency.",[250,328,329,332],{},[265,330,331],{},"Instalment Amount",[265,333,334],{},"Collection amount associated with the mandate.",[227,336],{},[182,338,340],{"id":339},"searching-for-mandates","Searching for Mandates",[154,342,343],{},"The search functionality allows you to quickly locate mandates using:",[161,345,346,349,352,355,358],{},[164,347,348],{},"Customer name",[164,350,351],{},"Customer surname",[164,353,354],{},"ID number",[164,356,357],{},"Contract reference",[164,359,360],{},"Mandate reference",[154,362,363],{},"The Contract Reference is often the fastest method when investigating a customer collection or support query.",[227,365],{},[182,367,369],{"id":368},"filtering-mandates","Filtering Mandates",[154,371,372],{},"Mandates can be filtered by:",[374,375,315],"h3",{"id":376},"payment-method",[161,378,379,382,385],{},[164,380,381],{},"EFT Debit Order",[164,383,384],{},"Registered Mandate (RM)",[164,386,387],{},"DebiCheck",[374,389,267],{"id":390},"status",[154,392,393],{},"Filter mandates by their current state.",[374,395,397],{"id":396},"date-range","Date Range",[154,399,400],{},"Locate mandates created within a specific period.",[227,402],{},[182,404,406],{"id":405},"mandate-statuses","Mandate Statuses",[244,408,409,417],{},[247,410,411],{},[250,412,413,415],{},[253,414,267],{},[253,416,258],{},[260,418,419,427,435,443,451],{},[250,420,421,424],{},[265,422,423],{},"Active",[265,425,426],{},"The mandate is active and available for collections.",[250,428,429,432],{},[265,430,431],{},"Disabled",[265,433,434],{},"The mandate has been disabled and can no longer be used for collections.",[250,436,437,440],{},[265,438,439],{},"Archived",[265,441,442],{},"The mandate has been archived and retained for historical purposes.",[250,444,445,448],{},[265,446,447],{},"Pending",[265,449,450],{},"The mandate is awaiting authorisation or processing.",[250,452,453,456],{},[265,454,455],{},"Rejected",[265,457,458],{},"The mandate was declined or could not be authorised.",[154,460,461],{},"The available statuses may differ depending on the payment method being used.",[227,463],{},[182,465,467],{"id":466},"common-uses","Common Uses",[374,469,471],{"id":470},"collection-monitoring","Collection Monitoring",[154,473,474],{},"Quickly identify which mandates are available for collections.",[374,476,478],{"id":477},"customer-support","Customer Support",[154,480,481],{},"Locate mandate information when assisting customers with collection queries.",[374,483,485],{"id":484},"contract-reference-tracking","Contract Reference Tracking",[154,487,488],{},"Search using your contract reference to trace a specific customer agreement.",[374,490,492],{"id":491},"debicheck-monitoring","DebiCheck Monitoring",[154,494,495],{},"Monitor DebiCheck mandate statuses and determine whether authorisation has been completed successfully.",[374,497,499],{"id":498},"audit-and-compliance","Audit and Compliance",[154,501,502],{},"Maintain a complete history of customer authorisations and mandate records.",[227,504],{},[182,506,508],{"id":507},"best-practices","Best Practices",[161,510,511,514,517,520,523],{},[164,512,513],{},"Use unique contract references for every customer agreement.",[164,515,516],{},"Keep mandate records active only while collections are required.",[164,518,519],{},"Archive unused mandates rather than deleting historical records.",[164,521,522],{},"Regularly review rejected and disabled mandates.",[164,524,525],{},"Use the search functionality when investigating collection disputes or payment failures.",[182,527,529],{"id":528},"related-sections","Related Sections",[154,531,532],{},"Create customer mandates:",[154,534,535],{},[224,536,35],{"href":36},[154,538,539],{},"Manage recurring collections:",[154,541,542],{},[224,543,49],{"href":50},[154,545,546],{},"Manage customer records:",[154,548,549],{},[224,550,40],{"href":41},{"title":552,"searchDepth":553,"depth":554,"links":555},"",1,2,[556,557,558,559,565,566,573,574],{"id":184,"depth":554,"text":185},{"id":231,"depth":554,"text":232},{"id":339,"depth":554,"text":340},{"id":368,"depth":554,"text":369,"children":560},[561,563,564],{"id":376,"depth":562,"text":315},3,{"id":390,"depth":562,"text":267},{"id":396,"depth":562,"text":397},{"id":405,"depth":554,"text":406},{"id":466,"depth":554,"text":467,"children":567},[568,569,570,571,572],{"id":470,"depth":562,"text":471},{"id":477,"depth":562,"text":478},{"id":484,"depth":562,"text":485},{"id":491,"depth":562,"text":492},{"id":498,"depth":562,"text":499},{"id":507,"depth":554,"text":508},{"id":528,"depth":554,"text":529},"View and manage all EFT Debit Order, Registered Mandate (RM), and DebiCheck mandates linked to your 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