How to create a new mandate?

Created by Shiva S, Modified on Tue, 2 Apr, 2024 at 2:59 PM by Varshini Ravichandran

To create a mandate:

Click on the main menu.
Select “Mandate” - “New Mandate”.
Fill in the mandate form. Fields with * are mandatory.
Tick on the Terms and Conditions checkbox.
Click on “Proceed to FPX”.
The page will be redirected to the customer’s online banking portal to complete the authorisation. Customers can choose between their current account, savings account or credit card account when completing the authorisation.

Fields on the mandate form:

Items	Descriptions
Reference Number	Any alphanumeric character that represents the individual customer/company
Name	Customer/Company’s name
Email	Customer/Company’s email address
Phone Number	Customer/Company’s mobile number
ID Type	Choose preferred ID type
ID Number	Fill in relevant ID number
Bank Name	Choose a bank to make transactions from
Single Signatory	Personal Account (B2C)
Multiple Signatory	Business Account (B2B)
Effective Date	Starting date of the mandate
Expiry Date	End date of the mandate; starting from this date, the mandate is no longer active. See note below
Max Amount per DD Transaction	Maximum amount that can be collected in a single transaction. Collection amount cannot exceed this amount. See note below
Maximum Frequency	Max number of times the merchant can collect payments from the customer in a day/week/month/year
Purpose of Payment	Purpose of the transaction
Collection Amount	Amount to be collected per transaction

Note that the Expiry Date must be set to be after the final collection date for the final payment to be successfully collected. We recommend a few days after, in case there will be collection retries.

Note that Max Amount per DD transaction sets the limit for each collection, while Collection Amount is the expected amount to be collected from the customer each time. Max Amount per DD transaction can only be changed by performing maintenance on the mandate.

If merchants/customers choose Save & Email/Whatsapp, the mandate will not be authorised yet. The mandate will be saved and an email/Whatsapp message containing a link to authorise the mandate will be sent to the customer.