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Customers
Payer experience
Offline mandates
- Paper and phone authorisation
- Paper and phone authorization for ACH
- PAD offline mandate
- ACH offline mandate
- BECS NZ offline mandate
- BECS AU offline mandate
Managing customers
- Mandate statuses
- Updating customer bank details
- Editing customer details
- Cancelling a customer
- Viewing customer information
- Adding custom references to customers
Adding customers
- QR codes
- Request client authorisation via email
- Adding Customers
- Link clients directly to your authorisation form
- Request client authorisation in bulk
- Pending customer approval (mandates)