: : Créer un mandat

2 ways to create a mandate:

Create a New Mandate Directly

  1. From the menu Cash position > Mandates > Edit > .
  2. Fill in the following information:

If the type is Recurrent:

For One-Off Mandates:

It is not possible to create a new mandate that will give you the possibility to see and create the existing mandates on this customer (to be displayed from the user preferences).

Creating a Mandate from the Customer Record Sheet or Customer's Site

From the customer record sheet, a mandate tab will give you the possibility to see and create existing mandates on this customer (to be displayed from the user preferences).

From the customer site, a mandate tab will give you the possibility to see and create existing mandates on this customer.

Notes :
Pour pouvoir modifier un mandat, vous devez activer DMF 08 14 03 TRESORERIE / MANDATS / MODIFIER
To be able to delete a mandate, you must enable DMF 08 14 04 TRESORERIE / MANDATS / SUPPRIMER (active function on draft mandates only).