Mandate Groups

Mandate Factory enables you to group mandates according to your own criteria.

  1. From the Setup menu, open the Mandate Groups tab to display the Mandates List, then click Add Group.

  1. Enter a description for the new group.
  2. From the list of existing mandates, select the ones you want to link to the group.
  3. Click Save.
Info

A single Mandate can be linked to several Groups.