You can set rules that apply to all mandates.

There are 3 rules that can be set: 

1. Minimum Amount

Sets a minimum threshold that all mandate amounts need to exceed when creating a mandate.

2. Date Period

Sets the period in which the customers will not be allowed to terminate the mandate.

3. Auto Calculate Expiry Date based on Date Period

Sets the expiry date by adding the “Date Period” duration to the effective date.

To set default rules to all mandates:

  1. Click on the main menu.

  2. Select “Settings” - “General”.

  3. Click on the “Mandate” tab on the top bar.

  4. Tick on the “Default Rules to all Mandates” checkbox.

  5. Tick on the checkbox beside the default rule(s) to set accordingly.

  6. Click on “Save” and refresh the page.

Note that once the Date Period is set, termination can only happen after the period ends or only upon request.