How do I set up a Direct Debit mandate for a client?
If using the Professional UI, you can instruct a Direct Debit mandate at the point of entering their bank details for the first time (or changing them at a later date, if relevant), by ticking the ‘Payment by Direct Debit tick box’.
Ticking this box will present the Direct Debit mandate to the client when they next login. They can either accept or skip; if they decide to skip they’ll be presented with this page again the next time they log in.
If using the API alone, you should be aware that legal responsibility will fall to you to inform the client of the following:
- Name of the firm collecting (i.e. Seccl Custoody Limited)
- Date and frequency
- Collection timeframes
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