Mandates

Create mandate

1. Find a person who needs to have mandate created:

   • Persons > Search.

   • Click the Person name or ID number to access person details.

2. Create mandate for a person:

   • From the content menu choose Direct debit > Mandates.

   • Click the Add new mandate button.

• Fill in the new mandate details > Save.

Find mandates

You can find mandates via the Persons or the Direct debit modules:

Persons

1. Persons > Search.

2. Click the Person name or ID number to access person details.

3. From the content menu choose Direct debit > Mandates.

4. Click the Mandate ID to access the mandate information.

Direct debit

Upload mandate documents

1. Find the mandate that needs to be updated.

2. From the content menu choose Documents.

3. Click the New document button.

1. Choose file from your computer > Save.

Inactivate mandate

1. Find the mandate to be inactivated.

2. Click the Inactive button.