Payment Mandate

How to Add a New Payment Mandate for a Contract?

To manage recurring payments effectively, users can add a new payment mandate to a contract. This guide outlines the steps to add offline SEPA mandates, synchronize online mandates, and add new online card mandates.

Step 1: Access the Contract Detail Page:

1.1. Navigate to the Contract Detail Page:
  1. Start by accessing the Contract Detail Page for the contract where you need to add or manage a payment mandate.
  2. Scroll down to find the "Payment Mandate" or "Mandate" section on the page. This section allows you to manage payment methods authorized by the tenant for recurring payments.




Step 2: Add an Offline SEPA Mandate:
  1. In the Payment Mandate section, select the "Add Offline SEPA Mandate" option.



2.1. Turn On "Generate Offline Mandate and Upload Document Manually":
  1. If you have the tenant’s bank details, enable the "Generate Offline Mandate and Upload Document Manually" option.
  2. Manually input the tenant's bank details and the system will allow you to download the SEPA Mandate form in a prefilled format.
  3. Have the tenant sign the prefilled SEPA Mandate form.
  4. Once signed, upload the document back into the system to complete the process.



2.2. Turn On "Generate Offline Mandate and Upload Document Manually":
  1. The system will provide a link for the tenant to update SEPA Mandate details. Users can download a pre-filled SEPA authorization form.
  2. The tenant can sign the authorization form online.



Step 3: Synchronize Online Payment Mandate:
  1. Choose the "Add Custom Card Mandate" option to synchronize payment details.
  2. This feature synchronizes the tenant’s Card/SEPA payment details from the Payment Gateway to your system (StoRegister), ensuring the latest payment information is stored and ready for recurring payments.




     

Step 4: Add a New Online Card Mandate:
  1. Select the "Add New Card Mandate" option to initiate the process for new online payment details.
  2. The system will generate a terminal link that you can send to the tenant.
  3. The tenant uses the link to enter and save new payment details (Card/SEPA). These details will then be used by the business to process recurring payments.




Additionally, tenants can set a particular card/SEPA bank details as default for automatic payments. The option to delete saved payment mandates is also available.



The system also assists users in navigating to specific user details, which includes both customer and payment mandate details, from StoRegister to the payment gateway.



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