To process paperless direct debit transactions, your organisation must send instruction records to Banks Automated Clearing System (BACS). Paperless mandates are used to generate three types of instruction records — New, Set-up, and Cancel — to send to BACS. Paperless mandates help optimise time efficiency and reduce the amount of paperwork to maintain. After your organisation receives approval from BACS to process paperless mandates, you can generate BACS direct debit transmission files. To view the paperless mandates settings for your organisation from Revenue, click Paperless mandates under Configuration. The Paperless Mandates page appears.
Under Default configuration, you can view whether your organisation uses paperless mandates as the default method to send instruction records to BACS. If your organisation uses paperless mandates, you can also view the number of days after an advance notice letter that your organisation can collect for a direct debit transaction.
Your organisation can adjust the paperless mandates configuration for the various sites at your organisation. For example, some sites may select to not use paperless mandates, or some may select to collect revenue sooner after an advance notice letter than the default configuration. Under Exceptions to default configuration, you can view and manage the configuration for sites that differ from the default configuration for your organisation. To update the information that appears in the grid, click Refresh.