Exporting mandate forms
You can export completed mandate forms in PDF format from within your dashboard.
This could come in useful if you wanted to send a copy of the mandate to your customers.
Please note: These are electronic mandates and so do not include a customer signature.
How to export a mandate
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Find the customer in your dashboard and open their individual overview page
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Click on their bank account
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Then click on their mandate reference
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Click on the three dots in the top right corner and then select export mandate
The PDF file will now start downloading directly onto your device.
For SEPA Direct Debit mandates, you’ll be given the option, via dropdown menu, to select the language of the mandate before exporting.
If you are struggling to download the mandate we recommend trying this with the Chrome web browser.