Configure options

1. Navigate to Settings > Templates in the left-hand navigation menu.
2. Click the profile you want to configure.
3. Open the Options tab.

For more information about profiles, read About profiles.

Mandate options

Under Mandates you can find the mandate options. The following options are available:

• Never generate a mandate reference — Check this option if you do not want the system to automatically generate a mandate 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 mandates for the same account — If checked, you cannot create more than one mandate for the same account number and your customer cannot sign more than one mandate for this profile.
• Inactive when created — Each mandate that is signed will automatically be inactive. You cannot use it for collections until you activate it manually.
• Fraud rules that cannot be evaluated will trigger rule action(s) — If a check fails due to technical reasons, the system treats it as a violation instead of continuing.
• Suspend mandates after 36 months of inactivity — Automatically suspends mandates after 36 months without transactions.
• Resume a suspended mandate when paid via dunning — Resumes a suspended mandate when no more failed transactions exist. When a cancelled mandate gets signed again, any unpaid transactions are verified.
• Suspend/Resume subscription when mandate gets suspended/resumed — When a mandate is suspended or reactivated, the attached subscription is suspended or reactivated accordingly.
• 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. The first planned reminder is created when you send out an invitation.
• Don't allow companies to add a second signature — By default, a company can sign an agreement with 2 signatures. Enable this option to restrict signing to a single signature.

Contract options

Under Contracts you can find the contract options. The following options are available:

• Never generate a contract reference — Check this option if you do not want the system to automatically generate a contract 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, the system treats it as a violation instead of continuing.
• Don't allow customers to co-sign a contract — Check this option if you do not want the contract to be signed by more than one person.

Auto generate mandate for uploaded contracts

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

Default behaviour

A predetermined contract PDF is configured in your environment for a specific contract profile. This is a fixed document used each time a customer signs.

With the option enabled

When enabled, you can upload a customized contract for each customer you invite. The contract document (PDF) is uploaded through the invite request and the mandate document (PDF) is generated automatically.

For more information, contact support@twikey.com.

Customer options

Under The customer can you configure what your customer is or is not allowed to do. The available options depend on your profile type.

Options for CORE profiles

• Not modify the account number after signing — Disables editing of the IBAN number by the debtor once the mandate is signed.
• Suspend an agreement — Allows the debtor to set the mandate 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 — Allows the debtor to print out the document and deliver it to you (B2B only). Returned documents must always be validated by the merchant. If Always show print is not enabled, the print option only appears as a backup when digital signing is not possible.
  • Automatic validation for non-connected banks (test) — Validate B2B mandates using automated validation when the bank is not connected to Twikey.
  • Always show print — Always display the print option, regardless of whether digital signing is available.
• Not co-sign an agreement — Check this option if you do not want the document to be signed by more than one person.
• Suspend an agreement — 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, containing a renewal link. When disabled, the agreement is suspended when the credit card expires.

Webhook notifications for credit card expiry:

• A first webhook is sent 1 month before the credit card expires.
• A second webhook is sent on the day the card expires.