How to manage your e-mandates
Once you’ve created an e-mandate, you can manage it using several available actions. Below is a breakdown of what each action does and how to use it.
Actions
View
Open the e-mandate to preview what your customers will see when you share it with them.
This helps ensure the layout and details are correct before sending it out.
Share
Navigate to a specific e-mandate.
Click on the Action button and select Share.
A modal will appear with the following options:
Copy Link – Copy the e-mandate link to share directly with your customers.
Download QR Code – Download a QR code your customers can scan to sign up for your products via their preferred debit order type.
Duplicate
If you have similar products or services and want to save time:
Navigate to the relevant e-mandate.
Click on the Action button.
Select Duplicate.
Rename your copied e-mandate and adjust any details as needed.
This is useful for creating new e-mandates with similar setups without starting from scratch.
Edit
Update or amend an existing mandate.
You can update details such as the title, payment information, or any other settings, using the same steps you followed when creating the e-mandate.
Statuses
E-mandates can have one of the following statuses:
Published – The e-mandate is live and ready to share with your customers.
Draft – The e-mandate is still in development or not ready to share yet.
Archived – The e-mandate is no longer active but kept for record-keeping.
Last updated