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Close Mandate


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 AccountsMandates 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.

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