Importing an existing mandate via the Merchant Back Office

There are two steps to importing a mandate, one of which is a prerequisite:

Step 1: set up notification rules

Configuration of notification rules is a pre-requisite.

Allows to receive notifications once a mandate has been imported. If you have several shops, only one of the shops will received the notifications, but the created mandate can be used for payments made in all of the shops of the same company (legal name).

1. Go to the following menu: Settings > Notification rules.
   
2. Make sure that the Instant Payment Notification URL on an operation coming from the Back Office rule is present and enabled.
3. If the rule is not enabled, right-click the rule and select Enable the rule.
4. Double-click the rule and make sure that the URL in TEST mode and the URL in PRODUCTION mode are specified.

   For more information on configuring notification rules, see chapter Instant Payment Notification URL on an operation coming from the Back Office.

Step 2: import the mandate

Once the configuration of the notification rule is complete, you can proceed to importing the mandate.

1. Display the Management > Recurring payments menu.

   The Token tab appears by default.

2. Click Create.

3. Select the Shop to notify from the list if you have several shops.

   The token creation window appears.

    

   If the Notifications item appears on the display of the token creation window, make sure that the steps listed in Prerequisites have been completed correctly.

   

4. Enter the Buyer e-mail address.

5. An Unique Mandate Reference is generated by default in the Token ID field. You can click the Generate a new ID button if you wish.
   You also can enter your own UMR. You must, however, make sure it is unique.

6. Select the SEPA Direct Debit payment method from the list.
   The presented payment methods depend on the MIDs associated with your shop.

7. Enter the buyer’s IBAN.
8. Click Next
   The buyer detail entry page appears.

   The Token section reminds you of the specified e-mail and the unique mandate reference.

   

9. Fill in the information about the buyer.

   These details are useful for buyer identification.

   Fields marked with an asterisk (*) are required.

   The buyer’s first and last names are mandatory when creating a SEPA mandate.

10. Click Create to complete the process.

    If all the payment method verification processes have been successfully completed, the token detail window appears.

    
    If the “Confirmation e-mail of recurring payment sent to the merchant” notification rule is configured and enabled, you will also receive:

    • the confirmation of buyer’s banking details,
    • the buyer’s token that they can later use for another financial operation.

    These details can be sent to the buyer (see chapter Configuring e-mails sent to the buyer).

    The processing of a mandate import request results in the creation of a verification transaction type, visible in the Merchant Back Office, that has the following characteristics:

    • its amount is EUR 0.00,
    • its status is either “Accepted” (vads_trans_status=ACCEPTED) or “Refused” (vads_trans_status=REFUSED),
    • it is never captured and remains in the “Transactions is progress” tab.