Add a SEPA mandate

1. From any Add revenue screen, select "Direct debit" for the payment method and select the Account to use.

2. If the revenue is in euros and the account is from a SEPA bank, the Mandate field displays. Select Add Mandate. The Add a SEPA mandate screen displays.

   Note: If you select Add Mandate with a mandate selected, that mandate's data will populate the fields on the Add a SEPA mandate screen.

3. The Mandate ID is automatically generated by default. To override it, select Override and enter a Mandate ID.

4. Enter a Signature date to indicate the date that the constituent has signed and returned the SEPA mandate form.

   Note: If no signature date is entered, the Mandate status remains "Pending signature." The status updates to "Active" once a signature date is entered. If a signature is removed, the status reverts back to "Pending signature."

5. Select the Mandate type. If the mandate is only good for one use, select "One-off." If the mandate can be used for recurring authorizations, select "Recurrent."

6. Set the Mandate status. If a signature has not been obtained, the status is "Pending signature." Once a signature date is entered, the status is "Active." After a payment is entered with a one-off mandate type, the status is set to "Closed."

7. Select Save. You return to the Add revenue screen.