The agreements overview gives you a central view of all your agreements across all types (Direct Debit, Contract, etc.). You can filter, search, and act on one or more agreements directly from this page.
Navigate to your agreements
Navigate to Agreements in the left-hand navigation menu.
Click Overview.
Filter your agreements
There are three ways to filter agreements, which can be combined:
Preset filter — a dropdown at the top left to quickly switch between common views. Click it to select one of the available presets.
Attribute filters — click Add filter to add one or more filter conditions. Each condition appears as a chip in the filter bar. You can search through available attributes using the search box in the dropdown.
Search bar — use Search in results... to search by mandate name or reference within the current filtered results.
Save your filter combination
Saved filters are particularly useful when you regularly monitor specific groups of agreements, such as recently created agreements, unsigned mandates, or agreements from a specific payment method.
Once you have configured a useful combination of filters, click Save to store it for future use. Click Revert changes to undo unsaved filter edits. When you modify an existing saved filter, the Save button allows you to update the configuration. If you want to discard your changes and return to the previously saved version, click Revert changes.
Example: To find all unsigned Direct Debit agreements from the past 7 days, set the preset to Prepared, add a Date filter for the past 7 days, and add a Type filter set to Direct Debit.
Preset filters
The preset filter dropdown offers the following options:
Everything — all agreements regardless of state or type. Agreements that are not valid for collection (not active) appear struck through in the overview.
Assigned to me — only agreements assigned to your user account.
Direct Debit — Only standard direct debit agreements.
Direct Debit B2B — Only B2B direct debit agreements.
Identifications — Only identification agreements.
Credit Card - Only Credit card agreements (tokens)
Canadian PAD - Only PAD agreements (tokens)
WIK Letter - Only WIK letters
Signed — Only agreements that have been signed.
Prepared — Only agreements that are not yet (fully) signed.
Suspended — Only agreements that have been suspended.
Cancelled — Only agreements that have been cancelled.
Your saved preset filters - All your saved preset filters
Available advanced filters
Click Add filter and use the search box to find any of the following advanced filters:
Profile — filter by the profile linked to the agreement.
Type — filter by agreement type (e.g. Direct Debit, Contract).
State — filter by the current state of the agreement.
Customer — filter by customer name or number.
Customer type — filter by the type of customer.
IBAN — filter by bank account number.
Mandate — filter by mandate reference.
Agent — filter by the assigned user.
Plan — filter by payment plan.
Collectable mandate — filter on whether the agreement is valid for collection.
Tags — filter by tags assigned to the agreement.
Campaigns — filter by campaign.
Invitation — filter by invitation status.
Email reminder — filter by email reminder status.
SMS reminder — filter by SMS reminder status.
Subscriptions — filter by subscription.
Blocked account — filter for agreements with a blocked bank account.
Blocked signer — filter for agreements with a blocked signer.
Custom attribute — filter by a custom attribute defined in your account.
Valid mobile — filter on whether a valid mobile number is present.
Valid email — filter on whether a valid email address is present.
Choose your column overview
For each agreement, the following information is shown:
Mandate — The agreement reference.
Customer — The name of the customer followed by the customer number.
Open — Total amount of open transactions not yet sent to the bank.
Type — The agreement type (e.g. Direct Debit, Contract).
Profile — The profile linked to the agreement.
Begin — The relevant date for the agreement, depending on the active preset filter.
Tags — Tags assigned to the agreement. Filterable via attribute filters.
Agent — The user assigned to the document. Defaults to the user who created it.
Progress — The status of finalizing the agreement on the merchant's side (only visible for agreements in the Prepared state).
State — Shown as an icon in the last column. A PDF icon indicates a document is available.
You can add or remove columns in your overview by clicking on the column icon next to Actions in the top-right corner.
