Edit a SEPA Mandate

To process direct debit payments in euros from constituents, the organization must have a signed SEPA mandate on file from the constituent which authorizs the organization to draw funds from the constituent's account.

You can edit the mandate as needed, such as to add the signature date after the constituent has signed and returned the SEPA mandate form. If there is no signature date for the mandate, the status is "Pending signature." After the signature date is entered, the status is "Active." If you change the status to "Active" manually, the signature date is required. If you remove the signature date from a mandate, the status is automatically set back to "Pending signature." After a payment is entered with a one-off SEPA mandate, the mandate status is changed to "Closed."

You can edit the mandate from the constituent's Accounts tab. For more information, refer to Accounts. You can also edit mandate information from a direct debit payment or pledge which has been associated with a mandate.