General information

Before you are able to start using your profiles, you first need to configure your options. To do this, please take the following steps:

• Go to Settings > Templates and select the profile you want to configure.
• Open the tab Options.
• Set the options you prefer. All options will be explained below.

The options are part of the profile configuration. For more information about your profiles, please read About profiles.

Mandate options

Under Mandates you can find the mandate options. When you click the button, more information about the options will be displayed. The following options are shown:

• Never generate a document reference: Check this option if you do not want the system to automatically generate a document reference when you create an invite. See Defining a document reference for more information.
• Keep non-signed mandates when signing a new mandate: If enabled, other prepared mandates for the same customer will be kept.
• Keep last non-signed mandate when creating a new invite (only API): If enabled, older prepared mandates won't be removed for the same customer.
• Do not allow new documents for the same account: If checked, you will not be able to create more than one document for the same account number and your customer will not be able to sign more than one document for this profile.
• Inactive when created: If this option is checked, each document that is signed will automatically be inactive. This means that you will not be able to use it for collections until you activate it.
• Fraud rules that cannot be evaluated will trigger rule action(s): If a check fails due to technical reasons consider it a violation instead of continuing
• Suspend mandates after 36 month of inactivity: Automatically suspend mandates after 36 months of inactivity (transactions)
• Send invite reminder week after week: After sending the initial invitation a reminder email is scheduled every week until the agreement is signed or reminder 4 is reached.
• Resume a suspended contract when paid via dunning: Resume a suspended contract when no more failed transactions exist, this implies also that when a cancelled mandate gets signed again it will verify any unpaid transactions.
• Suspend/Resume plan when contract gets suspended/resumed When a contract/mandate is suspended or reactivated the attached subscription (plan) is suspended/reactivated accordingly.
• Send invite reminder week after week: Send up to 4 reminders week after week.
  • The first planned reminder is created when you send out an invitation
• Send bank updates also to yourname@twikey.com: Enable this option to send bank updates (bank accepted / rejected mandate) to your e-mail.
• Don't allow companies to add a second signature: By default, a company can sign an agreement with 2 signatures, this can be disabled with this option.

Contract options

For contract-type documents the following options apply under Contracts:

• Never generate a document reference: Check this option if you do not want the system to automatically generate a document reference when you create an invite. See Defining a document reference for more information.
• Keep last non-signed contract when creating a new invite (only API): If enabled, older prepared contracts won't be removed for the same customer. If unchecked, older prepared contracts for the same customer will be removed.
• When signing a new contract, don't clean up other contracts: If enabled, other prepared contracts for the same email address won't be removed. If unchecked, other prepared documents for the same owner will be removed when a document is signed.
• Auto generate mandate for uploaded contracts: See below
• Fraud rules that cannot be evaluated will trigger rule action(s): If a check fails due to technical reasons consider it a violation instead of continuing

Auto generate mandate for uploaded contracts

A contract type and mandate type profile can be associated*.
When the customer signs the contract, a mandate is automatically created for the customer.

Default behaviour

A predetermined contract PDF provided to us is configured in your environment for a specific contract profile.
This is a fixed document that is used each time when the customer signs.

Upload contracts with the option enabled (Auto generate mandate for uploaded contracts)

When the option is enabled, you can upload customized contracts for each customer that you invite**.
The contract document (PDF) is then uploaded through the invite request and we automatically generate the mandate document (PDF).

**: Only possible using our REST API

For more information please contact support@twikey.com

Customer options

The customer can are the options relating to what your customer can or can't do. When you click the button, more information about the options will be displayed. The following options are shown:

Options for contract profiles

• Not co-sign an agreement: Check this option if you do not want the document to be signed by more than one person

Options for CORE profiles

• Not modify the account number after signing: Check this option to disable editing the IBAN number (by the debtor) once the mandate is signed.
• Suspend an agreement: This option allows the debtor to set the document as temporarily not collectable (you can always change this).

Options for B2B profiles

• Print the document and return the signed document via e-mail or upload: If checked, this option allows the debtor to print out the document and deliver it to you (only for B2B). Returned documents always need to be validated by the merchant. If Always show print is not enabled, it only appears as a backup if digital signing is not possible (e.g., if the customer encounters an error or returns from another signing method).
  • Automatic validation for non-connected banks [BETA]: Validate B2B mandates using the automated validation when the bank is not connected to Twikey
  • Always show print: Always display the print option.
• Not co-sign an agreement: Check this option if you do not want the document to be signed by more than one person (for example for CORE documents).
• Suspend an agreement: This option allows the debtor to set the document as temporarily not collectable (you can always change this).

Options for Credit Card Profiles

• Notify the customer when their credit card is about to expire

  • When enabled: An email is sent one month before the credit card expires, this contains a link for renewal.
  • When disabled: If the option is turned off, the agreement will be suspended when the credit card expires.

• Webhook information

  • A first webhook is sent 1 month before the expiration of the credit card
  • A second webhook is then sent the day the card expired