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  3. Offline mandates

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:

  1. Add customer

  2. Create bank account

  3. Create mandate

Add customer

  1. Select Customers from your dashboard menu

  2. Click the black Invite Customers button

  3. Select Manual Creation from the options in the top of the window

  4. Enter the required information for the customer. Make sure to add an address if the scheme requires it.

  5. Click Add customer to save the customer to your dashboard

Create bank account

  1. Click the black Go To Customer button that pops up after creating the customers record

  2. Click the three vertical dots in the top right and click the Create Bank Account option

  3. Enter your customer’s bank account information

  4. Click Add bank account

Create mandate

You should remain on the individual customer's page after adding their bank account. From there:

  1. Click the three vertical dots in the top right and click the Create mandate option

  2. Ensure the correct bank account is selected and click Create mandate

Now that your customer is active you can start collecting payments from them.

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GoCardless Ltd (company registration number 07495895) is registered as a foreign company in Australia, ABN 17 606 261 74, and holds an Australian Financial Services licence (AFSL), number 478976.





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