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QRG - Add a Mandate file
This guide provides a step-by-step process for adding a BACS Mandate. By following the outlined instructions, users can avoid common pitfalls and streamline their operations. It is an essential resource for anyone responsible for direct debit collections, enhancing accuracy and saving time in the payment and collection process. Viewing this QRG will empower users to handle mandates with confidence.
1. Open the portal
Navigate to https://portal.esenda.com/
2. Go to BACS actions
Click BACS actions from the left hand menu.
3. Open Mandates
Click the Mandates option.
4. Review the file
Click View on the uploaded mandate file to open and review its details.
5. Continue
Click the blue Continue button.
6. Select the account
Select the account that the direct debits will be collected from.
7. Continue
Click the blue Continue button.
8. Open Action Required
Click the Action Required tab.
9. Select all mandates
Once all the mandates are valid, they must be included for approval. To proceed, check the Select all box.
10. Include the mandates
Click the Include mandates button.
11. Confirm
Click Confirm on the pop-up window.
12. Continue
Click the blue Continue button.
13. Approve
Click the blue Approve button.
14. Send to bureau
Click the Send to bureau button for the final step.
15. Review the batch
Your mandate file has now been sent — select View batch list to review.
16. Confirm the status
The status shows as SENT TO BUREAU as confirmation, along with the account details used. Selecting the three dots also shows historical information on who approved and sent the file.
