E-mandates overview
E-mandates allow you to create an empty e-mandate for clients to sign up for your service or product and pay via your preferred payment method. You can share these e-mandates directly via a link or QR code for seamless client onboarding.
In this guide, you will learn:
Best Practices
Review Details Regularly: Periodically review your e-mandates to ensure all details, including payment amounts and methods, are accurate and up-to-date.
Use Clear Naming Conventions: Assign clear and concise names for your e-mandates to help your internal team quickly identify the correct one before sharing it with clients for sign-up.
Publish with Confidence: Only save e-mandates as Published once they are fully and correctly set up to avoid errors or confusion during client onboarding.
Test Embedded E-Mandates: If embedding an e-mandate into your website, thoroughly test them to ensure proper functionality, responsiveness, and a seamless user experience.
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