Introduction to mandates.
The direct debit mandate permits taking payments from the customers' bank accounts. Direct debit mandates are the most-trusted method of collecting recurring payments. When a member makes their first purchase - the mandate is set for them. Before you can start collecting mandates, you will need to enable them first.
How to enable mandates:
- Login to operator.knowork.co.
- Click the Settings tab on the left sidebar. Then click Payments in the dropdown menu to go to operator.knowork.co/settings/payments.
- Locate Payment Settings card.
- Toggle to collect payments on the invoice date instantly.
Where to check if a member has mandates available:
- Login to operator.knowork.co.
- Click on the CRM dropdown on the left sidebar. Then click on the Members tab to go to operator.knowork.co/members.
- Locate and click on the member.
- Locate Mandates at the bottom of the right sidebar.
What happens when a member has mandates available:
- When their plan is recurring - payment is collected on the day of the invoice.
- When making a purchase - the payment is quicker.
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If you have questions, please get in touch with our team at help@knowork.co. Or click the question mark icon at the bottom right and fill out a ticket.
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