Mandate Only


The mandatory customer detail fields displayed will need to be populated in order to proceed. Please see the list of fields and the requirments below.
If an existing cloud customer ID was passed in the link the fields will be pre-populated. These details can be changed if the record has not been marked as “locked”.


Customer Detail Fields
Field Mandatory Type Description
First Name Yes Text Box Maximum 50 characters. The First Name of the Customer.
Last Name Yes Text Box Maximum 50 characters. The Last Name of the Customer.
Company Name No Text Box Maximum 50 characters. The Company name of the Customer.
Email Yes Text Box Maximum 100 characters. The Email Address of the Customer.
Address Line 1 Yes Text Box Maximum 50 characters. First Line of the Billing Address.
Address Line 2 No Text Box Maximum 50 characters. Second Line of the Billing Address.
City Yes Text Box Maximum 50 characters. The Billing Address City.
Post code Yes Text Box Maximum 50 characters. The Billing Address Post Code.


Actions

Action Description
“NEXT STEP” Button Moves to the next step of the Wizard.


The mandatory fields will need to be populated in order to proceed.


Fields
Field Mandatory Type Description
Name of Account Holder Yes Text Box Customer Name for the Bank Account.
Sort Code Yes Text Box Sort Code for the Customer Bank Account. Note: 6 numbers required.
Account Number Yes Text Box Account number for the Customer Bank Account. Note: 8 numbers required.
More than one person is required to authorise Direct Debits No Checkbox Select if you need to provide more than one signatury for the creation of a Mandate.


Once an Account Number and Sort Code have been provided the system will Modulus Check the details and feedback the results.
If the Account Number and Sort Code are good you will see green ticks and you can proceed.
Any issues will display a red cross, and an error message if more details available.


Actions
Action Description
“BACK” Button Returns to the previous step of the Wizard.
“SUBMIT” Button Moves to the next step of the Wizard.


Single Signatory

If the signup was for a Single Signatory, the “More than one person is required to authorise Direct Debits” option wasn't selected, then the Mandate has now been setup and the browser can be closed.


Multiple Signatories

If the signup was for a Multiple Signatories, the “More than one person is required to authorise Direct Debits” option was selected, then the Mandate is setup and a download PDF link is displayed.
This Mandate form will need to be signed and uploaded by using the link that was emailed to the email address provided.

  • Last modified: 2021/09/24 12:35