Prepared (pending) agreement

After creating a new agreement, the state is Prepared.
At this stage, the agreement has not yet been signed and can still be modified or removed.

Available actions on a prepared agreement

• Invite / Remind – Send an invitation or reminder to the customer.
• Pause validation – (B2B only) Pause the validation check with the bank.
• Mark as signed – Manually mark the agreement as signed.
• Delete – Remove the agreement.
• Import or overwrite PDF – Add or replace the PDF (for contract types or metadata imports).
• Preview / PDF – View the agreement document.
• Print – Print the agreement.
• Schedule reminders – Plan automatic reminders.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.

Awaiting bank approval

In this state, the bank must approve the agreement first (only applicable for B2B mandates).
After review, the agreement will automatically change to Signed or Cancelled.

Available actions on an agreement in awaiting bank approval state

• Cancel – Cancel the agreement (also cancelled at bank side).
• Update PDF – Replace the document.
• Schedule suspend / reactivate – Plan a status change.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.

Awaiting merchant approval

The agreement is waiting for the merchant to process a printed but signed agreement uploaded by their customer.

Available actions for an agreement in awaiting merchant approval state

• Mark as signed – Confirm the agreement as signed.
  • If “Debtor bank signed the agreement” is not checked, the state changes to Awaiting bank approval.
• Delete : - Delete – Remove the agreement.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Preview / PDF – View the agreement document.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.

Requires more signatures

The customer has indicated that an additional signer is required.

This is only possible when:

• The agreement is registered to a company.
• A business account is used for a private person (Emachtiging only).

The co-sign option can be enabled or disabled via Settings > Profile > Options.

When the end customer uses this option, they will receive an email with the link to sign.
Upon opening this link, the second signer needs to register their contact details and sign.

Available actions for an agreement requiring more signatures

• Sufficiently signed – Mark as fully signed.
• Cancel - Cancel the agreement.
• Update PDF – Replace the document.
• Schedule suspend / reactivate – Plan a status change.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.

Printed

The agreement is in Printed state when:

• A print invitation was used and the document was printed.
• The customer printed the document during signing.

The customer can still use the original link to choose another signing method (if available).

Available actions for an agreement in printed state

• Mark as signed – Mark as fully signed.
• Delete – Remove the agreement.
• Schedule reminders - Plan reminders
• Schedule suspend / reactivate – Plan a status change.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Preview / PDF – View the agreement document.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.

Signed

The agreement is fully completed:

• The customer signed it.
• The bank validated it (B2B).
• It was manually marked as signed.

At this point you can use the agreement.
f.ex. For a mandate or token you can add transactions.

Available actions on a signed document

• Suspend – Temporarily deactivate the agreement.
• Cancel – Cancel the agreement.
• Update or overwrite PDF - Replace the document.
• Send link – Send access link to the customer.
• Schedule suspend / reactivate – Plan a status change.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Preview / PDF – View the agreement document.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.

Suspended

The agreement is temporarily inactive. Open transactions are marked as uncollectable but remain visible.

Available actions on a suspended agreement

• Reactivate – Make the agreement active again.
• Cancel – Cancel the agreement.
• Update PDF - Replace the document.
• Schedule suspend / reactivate – Plan a status change.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Preview / PDF – View the agreement document.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.

Cancelled

The agreement is permanently ended. It can only be activated if it is signed again.
Open transactions are handled according to Profile > Payments > Mandate cancellation strategy.

Available actions on a cancelled agreement

• Invite – Send an invitation to sign the same agreement again.
• Start validation – (B2B only) Restart bank validation.
• Reactivate – Reset the agreement to signed with the latest stored PDF.
• Print – Print the agreement.
• Update PDF - Replace the document.
• Mark as fraud (IBAN) – Ban the IBAN for this and optionally other agreements.
• Preview / PDF – View the agreement document.
• Refresh – Reload the page to retrieve the latest status.
• Three dots menu – Access additional actions.