Close Mandate

Introduction

This user guide describes the process of closing mandates, offering step-by-step instruction and valuable insights on how to effectively manage this process.

How to close Mandate

To close a mandate:

1. Go to Accounts → Mandates and select the mandate

2. Set Status = Terminated

3. Enter the Termination date on the mandate form

4. Click the “Save” button

If the mandate is Terminated, it is required to specify the termination date.