In this article you will learn how to cancel a customer's Direct Debit mandate.
View our video walkthrough on how to cancel a customer's mandate via your dashboard, or alternatively scroll down to read the article.
By cancelling a customer's Direct Debit mandate you can no longer create payments for them - they become 'inactive'.
To cancel a customer...
1. Find the customer in your dashboard and click on their name.
2. Click on their bank account
3. Click on their active mandate
4. Click the red Cancel button
5. Confirm you wish to cancel the mandate
You will now see that the customer's mandate status has changed from 'active' to 'cancelled' and the mandate history updates.
If a customer's mandate is showing as Pending customer approval, there will not be an option to cancel their mandate as the set-up process has not yet been completed. If you wish to cancel a customer with this status, just click on the customer's name and then the red Cancel button. This will change their customer record to inactive.