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Marking an agreement as signed confirms that all required information and approvals have been received and that the agreement is ready for use.
Use this article if you already have everything you need — for example, a signed paper document you received back from your customer — and just want to know how to register it in Twikey. If you still need to invite the customer to sign on paper first, see Manually signing an agreement: Core vs B2B.
You can perform this action when the agreement is in one of the following states:
Prepared
Printed
Awaiting merchant approval (documents signed and uploaded again by the end-customer)
How to mark a single agreement as signed
Find your agreement (make note of the state, so use the filters if necessary)
Open the agreement details
Click Mark as signed
A pop up screen will appear with options depending on the agreement type.
All required information is filled in
For both CORE/B2B
Confirms that all mandatory data is complete,
For B2B mandates make sure there is a stamp and signature from the bank as well !
All required persons signed the agreement on yyyy-mm-dd
For both CORE/B2B
You can adjust the signature date by clicking the date field.
If you don't change it, Twikey uses today's date as the signature date.
Notify debtor
For both CORE/B2B
Sends an optional confirmation email to the customer.
Add PDF document
For both CORE/B2B
Upload the signed PDF document (optional). When sending a B2B mandate to the bank for validation, a signed document is required. If missing, the bank may reject the mandate.
Uploading a PDF is not mandatory when marking an agreement as signed. You can add or update the document afterwards.
Debtor bank signed the agreement
For B2B only
If unchecked, the mandate will be sent to the bank for validation.
Details of the signer
For both CORE/B2B
If the customer’s name is missing, the following information will be requested:
Last name
First name
If mandatory information is missing (e.g., name, IBAN), the system will prompt you to complete the required fields before proceeding.
The required document(s) can be uploaded by the end-customer or you can upload them yourself before or during the marking as signed.
For B2B mandates, always set the signature date to match the date the customer actually signed the paper document — do not leave it at today's date unless that is genuinely correct. The signature date is sent to the customer's bank as part of the mandate. Some banks (this is seen most often with Dutch banks, but can also happen with Belgian ones) reject the collection if the signature date on file doesn't match what the customer registered with them, even if the mandate itself was accepted.
How to mark multiple agreements as signed
Marking multiple agreements as signed directly in Twikey is not possible for mandates that already exist individually — this action is always done one by one.
However, when importing a file of existing mandates, you can mark all of them as signed immediately. For more details, see How to import existing mandates section.
