How to add a payment

This guide will show you how to link a new payment to an existing debit order mandate in the system

Steps on how to add a payment to an existing mandate

  1. Navigate to the customer’s profile where the mandate is stored.

  1. Locate the mandate you want to link the payment to.

  2. Click the Action button next to that mandate.

  3. Select Create Recurring Payment from the dropdown.

  1. Confirm the Collection amount and Process day.

The amount must fall within the mandate’s limits. Payments that exceed the mandate’s collection amount will not be allowed.

Processing payments outside of the authorised process day, increases the risk of disputes or rejections by the bank.

  1. Specify the Start of the Collection

  2. Confirm the Process Day o The system pre-fills the process day from the mandate. o You may change it, but note that doing so increases the chance of disputes. o Confirm the process day and select a Start Date.

  3. A yellow banner will display the date of the first debit order.

  4. Set the Payment Status o By default, the payment is set to Running. o If you want to review the payment before it goes live, uncheck the box to keep it in a Paused state o ✅ Note: No debit instructions will be sent to the bank unless the payment is set to Running.

  5. Add an End Date (Optional) o If the product has a fixed term, you can set an End Date. o Once the end date is reached, the system will automatically stop sending debit instructions for this payment.

  6. Submit o After confirming all details, click Submit to create the payment.

Last updated