API eMandate source form for agents

Agents are employees/representatives of merchants. Agents can use this public form to create sources (mandate requests). No login is required, but the agent must enter a code to submit the form. See this article link iconto learn about creating and managing agents.

If your merchant account is enabled for this feature, you'll find the form link in your dashboard in Settings > Company Settings.

Step 1. Go to the form link. It shows you your logo, creditor name and creditor utility code.

Step 2. Fill in the form. Each field has a tool tip with an explanation. For 'Agent code', you must enter the same code (e.g. mobile number, email address, employee ID, branch ID etc.) that has been assigned to you when they created your agent profile. Your company will inform you what this code is.

Step 3. Submit the form. This creates a source (a mandate request). You will be redirected to the eMandate authorisation page. If you entered an email address, an email invitation will be sent to that email address. If you entered a mobile number and your merchant account is enabled for SMS notifications, an SMS invitation will be sent to that mobile number.  SMS feature is not enabled by default. Contact support for more information

Step 4. Ask your customer to review and authorise the eMandate request. They can do it on your device. If they want to do it on their own device, they can find the same link in the email invitation or SMS invitation. See 'Authorising an eMandatelink icon' for detailed instructions.

Customising the form

You can do basic customisation of some fields in the form by adding any combination of the following suffixes to the link URL to preset their values as non-editable in the front-end:

  • amount=1000 (replace 1000 with any valid number in Rupees)

  • frequency=ADHO (replace ADHO with any frequency code)

  • amount_type=maximum or amount_type=maximum

  • end_date=2021-12-31 (replace 2021-12-31 with any valid date) or end_date=nil (for Until Cancelled)

For example: https://app.lotuspay.com/form/AL0080WAA1VFLC?amount=2000&frequency=MNTHlink icon - these suffixes will fix the amount to Rs 2000 and frequency to Monthly.

Last updated 1 year ago