In this article you'll learn how to export completed mandate forms from your dashboard.
Note: These are electronic mandates and so do not include a customer signature.
From the customers screen, you can export Direct Debit mandates in PDF format. This could come in useful if you wanted to send a copy of the mandate to your customers.
To export a mandate as a PDF...
1). Find the customer in your dashboard and open their individual overview page
2). Click on their bank account
3). Then click on their mandate reference
4). Click the Export button in the top of the page
For Bacs (GBP) mandates, the PDF will download directly to your computer/device
For SEPA Direct Debit mandates, you'll be given the option to select the language of the mandate before exporting.
Simply select the language from the dropdown menu...
... before clicking Export mandate as PDF
Note: in case you struggle with downloading the mandate, we recommend trying with the Chrome web browser.
