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:
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.
Next, find out how to send a reminder email to a customer with pending approval status.