Open the agreement detail page

1. Navigate to Agreements in the left-hand navigation menu, or look up the agreement using the search bar.
2. Click the agreement to open the detail page.

What you find on the page

• Header - The state icon, the agreement reference and the customer name, followed by the customer's address, phone, email and language, and the profile the agreement belongs to.
• Mandate information - The agreement data, such as the state, mandate reference, sign date, IBAN and creditor ID. Click Edit to change the fields that can be edited.
• Related - A link to the customer of this agreement, which opens the customer information in a window. When the agreement comes from a campaign, the campaign is listed here too.
• Progress - Below Related, the latest status of the agreement is shown, for example Externally signed or Uncollectable mandate. Read more about the signing progress and the agreement states.
• Tags - The tags assigned to the agreement. Click a tag to see all agreements with that tag.
• Upcoming events - Only shown when actions are scheduled for this agreement. You can run a scheduled action now (Run or Run and remove) or Remove it. See how to schedule tasks.
• Events - The history of everything that happened on the agreement, with the date and the user. Click Comment to add a Public, Internal or Bank comment.
• Subscriptions - The subscriptions linked to this agreement. Click New to create a subscription.
• Recent transactions - All transactions of this agreement, with the totals per state (Open, Offered, Paid and Failed). Click New to create a transaction. Click Show all to open the transactions that were sent to the bank for this agreement.

Actions on the agreement

The icons in the top-right corner give quick access to the most common actions. Which icons you see depends on the state of the agreement:

• Pause icon - Suspend the agreement.
• Play icon - Reactivate a suspended agreement.
• Cross icon - Cancel the agreement.
• Check icon - Mark the agreement as signed.
• Bin icon - Delete the agreement.
• Paper plane icon - Share the agreement with your customer.
• PDF icon - Open the agreement document.

Click Actions for all available actions, including the ones above. Depending on the state, you can for example:

• Send a link to the customer.
• Schedule an action, such as a suspension or reactivation on a later date.
• Mark the agreement as fraud.
• Move the agreement to another profile.
• Manage, assign or unassign tags.
• Overwrite the agreement PDF.