Overview
This guide explains how to use the Create New Mandate feature in Hapana Core. This functionality allows business users to reissue a direct debit mandate when a client’s payment fails due to an invalid or missing mandate. The process is powered by Stripe through the BECS Direct Debit system in Australia.
It’s a quick and efficient way to validate a client’s payment method again—no client action required.
Prerequisites
- You must be using Stripe Express Connect for direct debit transactions.
- You must have a client record with direct debit as their payment method.
- The client’s payment has failed due to a missing or invalid mandate (Stripe includes this failure reason).
Tip: Use this feature only when prompted by a payment failure due to a missing mandate.
Step 1: Navigate to the Client Profile
- Log in to Hapana Core.
- Go to the Clients module.
- Search and select the relevant client record.
Step 2: Identify the Mandate Option
- In the client profile, locate the stylised M icon next to the card/payment icon.
- Hover over the icon; it will say “Create a new mandate.”
Step 3: Create the New Mandate
- Click the M icon.
- A confirmation message will appear:
- "Are you sure you want to create a new mandate?"
- Click Confirm to proceed.
Step 4: What Happens Next
Once confirmed:
- A new mandate is created in Stripe.
- The client receives an email stating a new mandate has been created on their behalf.
- The email includes a link to view the mandate agreement directly on Stripe.
- No further action is required by the client.
Expected Outcome
The mandate is reissued for the client, enabling successful future direct debit attempts.
FAQs
Q: What is a BECS Direct Debit mandate?
It’s a legal agreement authorizing a business to debit a client’s bank account. Required in Australia for direct debit payments.
Q: When would I need to create a new mandate?
Only when a payment fails due to an invalid or missing mandate (shown in Stripe’s failure reason).
Q: Does the client need to sign anything again?
No. The mandate email includes a view-only link. No signature or confirmation is needed.
For help, reach out to our support team via support@hapana.com.