Inputting customer details
Please note: Mandates created via Offline Mandates still require an email address so customers can receive email notifications regarding their payments. If you wish to manage your own notifications, you will need to enable the Custom notifications feature.
You can enter your customer’s details into your dashboard yourself, having collected them via paper mandate or over the phone using an approved script.
If you are interested in using one or both of these methods but haven’t yet had this feature enabled on your account, please see here for more information on how to get this set up.
Inputting your customer’s details
Inputting customer details into your dashboard is actioned in three stages:
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Add customer
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Create bank account
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Create mandate
Add customer
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Select Customers from your dashboard menu
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Click the black Invite Customers button
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Select Manual Creation from the options in the top of the window
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Enter the required information for the customer. Make sure to add an address if the scheme requires it.
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Click Add customer to save the customer to your dashboard
Create bank account
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Click the black Go To Customer button that pops up after creating the customers record
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Click the three vertical dots in the top right and click the Create Bank Account option
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Enter your customer’s bank account information
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Click Add bank account
Create mandate
You should remain on the individual customer's page after adding their bank account. From there:
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Click the three vertical dots in the top right and click the Create mandate option
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Ensure the correct bank account is selected and click Create mandate
Now that your customer is active you can start collecting payments from them.