How to add a payment

This guide will show you how to link a new payment to an existing mandate.

Adding a payment to an existing mandate

1. Navigate to the customer's profile.

1. Locate the mandate you want to link the payment to and click on the action button next to that mandate.

1. 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.

If you’re adding a one-time payment to a one-time mandate, the collection amount and date must be exactly the same as those specified in the mandate.

1. Select the date when collections should begin. Once selected, a yellow banner will display the date of the first debit order.

1. If the product or subscription has a fixed term, you can set an End Date. Once the end date is reached, the system will automatically stop sending debit instructions for this payment, and the payment will be marked as Completed.

2. The payment is set to Running by default. If you want to review the payment later, uncheck the box to keep it in a Paused state.

No debit instructions will be sent to the bank unless the payment is set to Running.

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