Detail View

The detail view is made up of two sections, the main section that contains the record detail, and the related lists that contain records related to this record.


Actions

Available actions, subject to permissions, are:

Action Description
“EDIT” Button Edits this record.
“CREATE PAYMENT” Button Creates a Payment attached to this Mandate.
“CREATE PAYMENT SCHEDULE” Button Creates a Payment Schedule attached to this Mandate.
“UPLOAD SIGNED MANDATE” Button Opens the Upload Signed Mandate Dialogue box.
“SEND WEBHOOK” Button Will send out a Webhook - if a “Portal” “Mandate” “Read” Webhook Subscription has been setup.
“PAYMENT WIZARD” Button Starts the Payment Wizard.


Field Description
“Customer” If this record is associated with a Customer then a clickable link to that Customer Detail will be displayed in this field.
“Bank Account” The Account associated with this Mandate is displayed as a clickable link to that Account Detail record.
“Signed Mandate” A “Download Unsigned Mandate Form” link is displayed if there is no signed Mandate form uploaded. Logo and Address details for this form are set in E-Commerce Branding.
A “Download File” link is displayed if there is a signed Mandate form uploaded.
“File Submission” If this record was created by the File Submission process then a clickable link to that File Submission Detail will be displayed in this field.

Payment Schedules

Clicking on the Payment Schedule ID will take you to the Record Detail of that Payment Schedule.

Payments

Clicking on the Payment ID will take you to the Record Detail of that Payment.

Emails

Webhooks

Clicking on the View link will take you to the Record Detail of that Webhook.

History

  • Last modified: 2021/09/24 12:35