- In the Advanced options when adding a customer by Email via the Add customers button
- When creating a paylink
- When inviting a customer to plan via the Email option
EXAMPLE (when adding a customer via the Email option):
![Screen_Shot_2017-12-22_at_102310.jpg](/hc/article_attachments/115011082405/Screen_Shot_2017-12-22_at_102310.jpg)
What is a restricted mandate?
Customers will receive an email with an "Approve payment" button, which they must click before the payment or subscription can begin processing.
How to know if a customer has a restricted mandate
a). Checking a customer's mandate details
1. Navigate to the customer's page in your dashboard
2. Click on their bank account
![Screen_Shot_2017-12-22_at_103204.jpg](/hc/article_attachments/115011149949/Screen_Shot_2017-12-22_at_103204.jpg)
3. ... and then on their active mandate reference
![Screen_Shot_2017-12-22_at_103328.jpg](/hc/article_attachments/115011082525/Screen_Shot_2017-12-22_at_103328.jpg)
4. On the mandate details page you will find the Payments require approval field
![Screen_Shot_2017-12-22_at_103454.jpg](/hc/article_attachments/115011082565/Screen_Shot_2017-12-22_at_103454.jpg)
If this field is "True", the customer needs to approve each one-off payment and/or new subscription created for them.
b). When creating a new payment or subscription for a customer
You will be advised when a customer is required to approve a payment on the payment creation window when applicable.
![Screen_Shot_2017-12-22_at_10.47.22.png](/hc/article_attachments/115011150109/Screen_Shot_2017-12-22_at_10.47.22.png)
A grey status dot will be visible next to the payment/subscription on the customer's overview page until the customer approves it.
![Screen_Shot_2017-12-22_at_104839.jpg](/hc/article_attachments/115011150169/Screen_Shot_2017-12-22_at_104839.jpg)
This can also be confirmed on the payment details page (accessed by clicking on the payment).
![Screen_Shot_2017-12-22_at_105025.jpg](/hc/article_attachments/115011150249/Screen_Shot_2017-12-22_at_105025.jpg)
Note: The charge date specified (in the Details section) is the current charge date if the customer were to approve the payment/subscription at that time.
Once the customer approves the payment (by clicking the button as shown below), their payment will begin processing.
![Screen_Shot_2017-12-22_at_10.55.35.png](/hc/article_attachments/115011150329/Screen_Shot_2017-12-22_at_10.55.35.png)
The payment will then move to 'pending submission' status, and will now have a yellow status dot next to it.
![Screen_Shot_2017-12-22_at_10.56.47.png](/hc/article_attachments/115011082845/Screen_Shot_2017-12-22_at_10.56.47.png)
As you can see, the payment history has updated to show 'Customer approval granted'.