How to assign a Direct Debit mandate to a member ?

Memberships are paid by members with monthly Direct Debits. So I have to download a Direct Debit mandate on the member files. If I still have not done it prior to a sale, I can do it later, going back to the member file as the following article shows.

drapeau_vert.png STEP 1 : GO TO THE 'MANDATE' TAB IN THE MEMBER FILE.

GOOD TO KNOW

To quickly check that a member has a Direct Debit mandate with the tag 'missing mandate' present on the member file, you can set a blocking alert at the access control for the member not to enter without a mandate.

how_to_assign_a_direct_debit_mandate_step_1.png

WARNING

The assigned mandates on the member files in the menu 'mandate' or at a sale, are active all life long from the moment they have been signed. The mandates are not automatically deactivated at the end of memberships. They can be deactivated via Penalties for rejected Direct Debit or directly by the member.  

 

To add a mandate, go to the member file then click on the three dots in the member file and on 'Mandates'.

gif_1_how_to_assign_a_direct_debit_mandate_.gif

drapeau_vert.png STEP 2 : ADD A DIRECT DEBIT MANDATE

how_to_add_a_mandate_step_2.png

Click  on +Add a direct debit mandate and fill in the following information :

- the name of the account holder

- the corresponding club name 

- the account name

- the member's account number (IBAN)

- the member's sort code 

- the holder's bank

- RUM corresponds to the Mandate Single Reference and will be automatically generated. 

After clicking on Save the mandate, the mandate is saved.

drapeau_vert.png STEP 3 : IF IT IS ACTIVATED ONLINE, THE MEMBER SIGNS THE MANDATE

The process is paperless as long as the member joins online. 

If a member joins in club, the client launches the online joining page and signs the mandate up through that instead of the Back Office.

Then please sign on Signature, the mandate is saved.

green_tick.png I can edit the mandate or make it inactive

I can also download or make it inactive.

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Here is what the Direct Debit mandate looks like when it is downloaded :

how_to_add_a_mandate_last_screen_.png

If I want to know how to add a Direct Debit mandate when making a sale, I can read this article.

 

Good to know - According to the club's needs

  • Member Area 

When the option is activated, the client can also create and change the mandate from the member area. If you are interested, contact Xplor Gym Support.

MANDATE_2.png

  • Backoffice

If you wish to activate or deactivate the possibility for your collaborators to add a mandate or make it inactive, you can by contacting your Xplor Gym customer service. 

 

 

 

 

 

 

 

 

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