With partnership with 三亿体育 you will be able to create DD mandates directly from the 三亿体育. Get payments from your customers in timely manner.
Set Up DD Mandate request email setting
To setup a Mandate with your customers you will need to have your email setup in the cloud.
Go to 鈥沦别迟耻辫鈥� and 鈥淐ompany Details鈥� select 鈥淓mail Setup鈥�.
If you already have your email setup click on the option 鈥淒irect Debit Mandate鈥�
If you don not have your email setup click on the following link with instructions for doing so 鈥淓mail Setup鈥�
The Email Title and Email Body can be customized for your customers using the following Tags:
Available tags:
- {CustomerName} Customer’s name
- {ContactName} Customer’s Contact name
- {CompanyName} Current Company’s name
- {MandateSetupLink} Link to setup Direct Debit Mandate
Title example:
Direct Debit Mandate Request for {CustomerName} from {CompanyName}
Body example:
Dear {CustomerName},
To enable us to collect payments automatically via Direct Debit, please complete a
Direct Debit Mandate Form using the link below.
{MandateSetupLink}
Payments will be scheduled for collection after your Invoice Payment Due Date.
Thanks,
{CompanyName}
Request DD Mandate:
There are a number of ways to request a DD mandate.
- In the Customers there will be two new columns 鈥淒D Mandate Status鈥� and 鈥淢andate Refrence鈥� These fields will load automatically.
鈥淒D Status鈥� can be 鈥淣ot Set Up鈥�, 鈥淩equest Sent鈥� and 鈥淪et Up鈥� in BRC.
While in the Customers you can click on the 鈥淩equest DD Mandate鈥� button.
This will give the following window where you can select the customers you wish to create a DD Mandate.
Once you have selected the customer you wish to create a DD mandate click on 鈥沦别濒别肠迟鈥�
It will now load the Email Direct Debit Mandates window.
*Note that Customers with existing Mandate Requests will be filtered out after selecting.
After sending the request you will get a conformation 鈥淎ll emails were successfully sent鈥� Click 鈥淥碍鈥�
When you click 鈥沦别苍诲鈥� a pop conformation message will load informing you how many DD Mandates requests are being sent. Once you are happy with the number of DD Mandates being sent click 鈥淵es鈥� and they will be sent. If you Click 鈥淣辞鈥� it will return you to the previous screen to review selected customers.
- You can go to Lookup and select a customer and click on the View Button.
From here you can select 鈥淩equest DD Mandate鈥�
- You can also request DD Mandate from the sales invoice.
When you click on View on any sales Invoice there will be a button to request DD Mandate.
Your Customers will receive an email that will require them to complete the mandate.
Once your customer has completed the form in the 三亿体育 in Lookup and Customers you should see the customers that have completed their mandates with 鈥淪et Up鈥� and those who are still to finish with 鈥淩equest Sent鈥� those that have setup completed will also have a 鈥淢andate Reference鈥�.
With GoCardless and 三亿体育 you can now easily collect payments by Direct Debit for your Sales Invoices!
