Revoke or resend a mandate
Manage open mandate requests and revoke an active SEPA mandate when the customer may no longer be charged.
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All actions for a mandate are in the menu (three dots) at the end of the row on the Mandates card. You will find that card under CustomerscustomerInvoicing. Which actions you see depends on the status.
| Status | Actions in the menu |
|---|---|
| Awaiting signature | Show on the iPad, Send reminder, Resend signing link, Cancel request |
| Link expired | Resend signing link, Cancel request |
| Activation failed | Cancel request |
| Active | Open signed mandate, Revoke mandate |
| Revoked | Open signed mandate |
Show on the iPad only appears if the Tillor app on a device of your organisation is online.
Resend an open request
Open the menu on the request
Find the request with the status Awaiting signature or Link expired.
Choose the action
- Send reminder emails the customer again, with a new link. The end date does not change.
- Resend signing link emails a new link that works for another 14 days.
A link sent earlier no longer works after either action.
Tillor shows Reminder sent or Signing link sent again. The customer receives an email. How the automatic reminders work is covered in Having a SEPA mandate signed.
Cancel a request
Choose Cancel request if the customer no longer needs to sign. The request gets the status Canceled. If it is on the tablet, it disappears there. After that you can start a new request.
Revoke an active mandate
Revoke a mandate if the customer may no longer be charged, for example after a move, a cancelled contract or at the customer's request.
Revoking cannot be undone
For automatic payment you will then need a new mandate, with a new signature from the customer.
Choose Revoke mandate
Open the menu on the active mandate and choose Revoke mandate.
Confirm
In the Revoke this mandate? screen, click Revoke. Tillor shows Mandate revoked.
What happens next:
- No more invoices are collected through this mandate. Direct debits that Tillor had not yet sent to the bank are cancelled.
- The status of the mandate becomes Revoked.
- The signed document is kept as proof, but moves to the archive. In the customer's documents you will find it under Archived, so the list only shows mandates that still apply.
- The customer receives an email saying the mandate has been revoked, with a copy of the signed document.
Mandates that were set up outside Tillor only show Revoke mandate in the menu.