Add an existing customer to a plan

You can add an existing customer to a plan. This will create a source (eMandate request) for the customer to authorise.

Plans are templates for creating eMandates.

You can add an existing customer to a plan as follows:

1. Click on the Customers tab within your dashboard menu, then click on the customer’s name or search for the customer using the table filters.

2. Once on the customer’s individual page, click Add to plan in the top right.

3. In the window that opens, select the plan you would like to add this customer to via the drop-down menu.

4. Then select the date you'd like to begin charging them.

5. When you’re ready, click Add to plan at the bottom.

6. This will create a source. If the customer has an email address, they will be sent an email invitation to authorise the source link.