To learn more about the integration with GoCardless, check out this article
- Access Banking from the navigation bar
- Select Mandates
Check out this article to learn how to request a mandate from Holded
Using the mandates view
Remember that the Mandates view will be enabled from the Banking menu when you activate the GoCardless integration gem in the Holded Store.
From this view, you will be able to consult the list of all the mandates that have been generated in GoCardless and that are associated with a contact in Holded.
Use these columns to check the following information:
|Contact||Check each of the contacts with an associated mandate.|
|Mandate ID||Check the identifier of each mandate generated for each contact.|
|Check the email addresses associated with the contact.|
|Status||Check the status of the mandate.|
|Action||Perform additional actions such as resending the mandate request for those contacts who have not yet completed their banking information.|
You can use the drop-down in the upper left corner to apply filters to the list of mandates