In this article you will learn what a pending customer approval status means against a mandate (customer authorisation) and when it applies.
- Customers require more than one person to authorise
- Select this option when completing their online authorisation form.
Here's an image of the selection the customer would make on the authorisation form:
Once the customer confirms their bank details on the following page, they will then be directed to a page where they can print the dual signature paper authorisation form to have each required signatory sign before re-uploading via the same page (they also receive a link to this via email). The page looks like this:
If you have already created a payment or subscription for the customer you will see a grey dot against these. If clicked on to view in more detail, a message will show at the top of the screen advising that the customer's mandate requires multiple signatures and they haven't yet completed the process.
This can also be confirmed in the payment history timeline.
Next, find out how to send a reminder email to a customer with pending approval status.