Mandates

When you mark agreements as signed this means you received sufficient information to ensure a mandate can be used for collection.

For B2B mandates you also have the option to send the mandate to the bank for validation or, if all the documents are completed, to mark it as signed.

The required document(s) can be uploaded by the end-customer or you can upload them yourself when marking the mandate as signed.

Contracts

Contracts can also be marked as signed, the difference is that you can upload your own document when the contract is still prepared.

This way you can upload a contract agreed up on with the end-customer, or send them a specific contract to sign.

The required document(s) can be uploaded by the end-customer or you can upload them yourself before or during the marking as signed.

How to mark as signed

This action can be done for agreements in the state:

• Prepared
• Printed
• Awaiting merchant approval (The end-customer uploaded the documents)

Open the details of a document and click on Mark as signed in the top right.

A modal opens where you have different options depending on the type of agreement:

• All required persons signed the agreement on yyyy-mm-dd:
  Check this box when the agreement is signed by all the required persons. You can change the sign date by clicking on the date. Some banks require that the signature date of the mandate (for B2B) correspond to the sign date in their system, otherwise collections could be refused.

• Debtor bank signed the agreement:
  Only for B2B agreements, when not checked the mandate is sent to the bank for validation (for not-connected banks this check is required).

• All required information is filled in:
  The document has all the necessary information required.

• Notify debtor:
  Send a notification email that the mandate was signed (optional)

• Add pdf document:
  Upload the signed document (optional).

Click on Mark as signed
and the document is now signed and ready for collection.

In case information is missing on the agreement (name, IBAN, ..) you will be notified on screen and required to update this before you can sign the mandate.

Mark as signed in bulk

If you already have existing signed mandates and you want to import those into Twikey

• Create a dedicated import profile
• Import your agreements on that profile
• options - Mark as signed