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Customers
Payer experience
Offline mandates
- Paper and phone authorisation
- Inputting customer details
- BECS AU offline mandate
- PAD offline mandate
- Bacs offline mandate
- SEPA offline mandate
Managing customers
- Viewing customer information
- Editing customer details
- Updating customer bank details
- Adding custom references to customers
- Mandate statuses
- Exporting completed mandate (DDI) forms
Adding customers
- Adding Customers
- Request client authorisation via email
- Link clients directly to your authorisation form
- Request client authorisation in bulk
- QR codes
- Pending customer approval (mandates)