In this article you'll learn how to send reminders to customers who have 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.
1. Open the Customers tab on your dashboard
2. Click on the customer
3. Click on their active bank account
4. Click on the mandate reference
This will open their mandate details page where you will find the Send reminder email 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.
After 24 hours, the Send reminder email link will turn blue. At this point, you can click on this option to send an automated notifcation to your customer.
An email will automatically be sent to your customer, asking them to complete the set up of their mandate.