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Physical mandate source form for agents

If your LotusPay account is enabled for the physical mandate public form, you can visit the form link and create a source (a mandate request) for your customer.

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 to 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 a confirmation page, and you can download the pre-filled mandate PDF file. If you entered an email address, an email invitation will be sent to that email address with the PDF file attached.

Step 4. If you're using our pre-filled PDF, you can print it and ask your customer to review and sign it. If you're using handwritten mandates, you can ignore the PDF.

The next steps depend on how your company has decided to submit scan mandates to LotusPay. You can use the LotusPay mobile app to scan the signed mandate, or else follow any other instructions that your company has given you.

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=MNTH - these suffixes will fix the amount to Rs 2000 and frequency to Monthly.