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A new feature has been added to SIMPLer to enable operators to receive electronic SEPA Direct Debit Mandates, through the End User Portal, that are compliant with bank requirements..
A new feature has been added to SIMPLer to enable operators to receive electronic SEPA Direct Debit Mandates, through the End User Portal, that are compliant with bank requirements..
To make use of this feature:
Section A – Global WISP Settings:
1. Click => Modify WISP
Search for “SEPA”
Complete the following fields
Fig 1 SEPA Options
2. Set up the following customisable options to display on the EUP Mandate Form (Fig 2)
Each option below is independent, customisable and will only show on the Mandate Form if set to “on” and if text is specified.
The highlighted red box will display debtor details on the Mandate Form which will need to be completed by the customer
The highlighted blue box “SEPA: EUP – Signup Doc – Electronic Document Field ID” will be created in **Section B, Step 1 below**
Once you have this (“1” in this example) enter the ID in this field.
Fig 2 SEPA Options Customisable
**Update** We have now added in the ability to show or hide the BIC field. This was added due to some operators experiencing mandates failing because customers weren't entering their BIC correctly
Fig 2.1 Ability to show or hide BIC field
3. Complete the following fields (Figure 3)
Ensure that the “SEPA: Submitter OIN” is completed. This is what will show as the Creditors Identifier Number on the Mandate Form
Type in “SEPA: Ultimate Creditor Name”. This is what will show as the Creditor Name on the Mandate Form
Fig 3 Additional SEPA Settings
4. Still under “Modify WISP”
Search for “End User Portal Settings”
An operator is able to turn various options on / off
The SEPA Mandate Header can be specified under the “End User Portal Bank Form Header”
Fig 4 EUP Options
An example of the SEPA Mandate Form that appears on the EUP, using the settings above, can be seen in Fig 5 below
Fig 5 EUP Options - Set Payment Method to Direct Debit after adding Mandate
Fig 6 EUP Example Mandate Form
5. We strongly recommend that operators register with applyfinancial.co.uk and send through the username and password to support@azotel.com
This will ensure that banking details are verified and only accepted if correct.
Section B – Electronic Document setup:
To add the electronic document to be sent to the customer, once the SEPA Mandate is completed, can be done in the following way
1. Click => Settings
=> Electronic Documents
=> Add Blank Row
Enter a name for the Document (DD Mandate in this example)
=> Update Table
Go back to the Electronic Documents and make a note of the ID of the newly added document (“1” in this example).
**This will be entered in Section A, Step 2 above**
Fig 7 Add Electronic Document DD Mandate
2. Hover over “Settings”
=> Templates
=> Work Order
Click on the dropdown under “Attachment Type”
Select “Electronic Document – DD Mandate” (in this example)
Download the following .html file DD Mandate
Please only save the file. Do not open it as it can affect the formatting negatively.
=> Upload and select the file recently downloaded
Fig 8 Upload Electronic Document
Click on the .html file under Templates to view the Electronic Document that will be sent to the customer upon successful completion of the Mandate Form
Fig 9 Confirmation Electronic Document sent to Customer
3. Email templates that will be sent to customers can be customised by going to How to Change Default Email Text and searching for
eup_sepa_signup
eup_sepa_signup_operator_failure
eup_sepa_signup_operator
User Rights to Clear Banking Details
Should an operator wish to allow a user to clear personal bank details the following option should be checked.
Fig 10 User Right to clear Banking Details
This will allow a button "clear bank details" to show next to the bank account number.
When this is clicked the IBAN, Debtor Name, BIC and Address will be cleared. Once this is done you will be able to see information about the data clearance.
Other information like timestamp, browser info, ip address etc. will still be stored
An operator is now able to track DD Mandate Successes and Failures by making use of the history log and selecting either "EUP DD Mandate Failure" or "EUP DD Mandate Success".
To go to the history log hover over "Settings" and then click "History Log"
Fig 11 History Log - EUP DD Mandate Failure / Success
Published Date: [13-August-2020]
Revision Date: [21-September-2020]
[15-December-2020]
[27-May-2021]
Contact Azotel Support:
Need more help? Save time by creating a maintenance ticket to Azotel through your instance.
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