Direct Debit mandates

Within the Dial 9 portal your customers now have the ability to add a new direct debit mandate, or remove existing mandates.

Firstly, you would need to ensure that you have set up the GoCardless integration.

Once the GoCardless integration has been set up, your customers will have the ability to setup and remove mandates from within their portal login under Finance > Direct debit mandates.

Direct debit mandate list

To view your customers direct debit mandates, you can log into your Dial 9 portal, select Customers and then the name of the customer you wish to view direct debit mandates for.

When a customer has been selected, you would then select Finance > Direct debit mandates

Here you will see a list of all previously configured direct debit mandates. If you wish to remove a mandate you can select the X to the right of the mandate that is no longer required.

Although the ability to create a new mandate is available for you, we would strongly advise against creating mandates for your customers.

Fine-tune your preferences

There are a number of cookies we need to use in order for our website to work properly. These cannot be disabled.

However, you can disable non-essential cookies for the third-party services we use, to help us provide better customer support, measure the performance of this website and run more effective marketing campaigns.

We use Google Analytics to measure the performance of our website. We do not store any personal data and your IP address is anonymised.

Off
On

We use a live chat service called Natterly so we can privide support to you where available. Various cookies are stored so chats remain active when you change page.

Off
On

We use various tracking cookies to help us measure the performance of our marketing campaigns and show you content and promotions we think you’d be interested in.

Off
On
Allow all
Update your preferences

Hello there!

This website uses cookies in order to provide you with the most relevant information. Please accept cookies for the best experience.

For more details see our Privacy Policy.

I’m OK with that
Cookie preferences