Sending a mandate approval reminder
It is possible to send a reminder to a customer who has selected that they require multiple signatures in order to authorise payments.
You can send a reminder to these customers once 24 hours have passed since the last notification was sent.
How to send a reminder via your dashboard
Please note: Once the customer’s mandate becomes active, all pending customer approval payments will process as normal. If payments have built up over a period of time, these payments will all be submitted at once.
We usually advise cancelling any outstanding payments prior to sending a mandate authorisation reminder in case this might cause an issue.
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First navigate to the customers page by clicking on customers on the left navigation panel
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Next click on the customer name
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Click on the active bank account under bank accounts
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Then click on the mandate reference
This will open the mandate details page where you will find the Resend approval request option.
If the customer has received a notification about the required approval action in the past 24 hours, the option to resend will be greyed out.
An email will automatically be sent to your customer, asking them to complete the set up of their mandate.