Payment Processing
      Back to home
      1. Help Center
      2. Invoicing your customers
      3. Payment Processing

      How to use one mandate to bill customers across more than one location?

      Utilize a single mandate for billing customers across multiple locations from a single bank account.

      To streamline billing processes across various locations with a single bank account, you can now utilize a single mandate for multiple billing entities. This feature is especially beneficial for companies with multiple locations but one bank account, using a single Twikey account, and Zapfloor set-up where each billing entity is linked to the same Twikey account.

      Use Case

      The customer has signed on one location and all the other locations use a different billing entity but with the same bank account.

      If the customer gets an invoice from the location that he hasn't signed the SEPA Mandate on but you still want to charge him via the Mandate for this location.

      You are using different billing entities per location and your customer needs to be invoiced at another location but you want to bill the customer with a direct debit mandate that they have signed on their default location.

      You can now enable a mandate to be used over different billing entities / locations.

      Option 1: Via mandates list


      Go to Integrations > Mandates > Choose Location > Signed Mandates > Choose the customer > Check the box for "Use for other billing entities"
      ​
      ​Option 2: Via customer settings

      Choose Location > Go to Customers > Choose Customer > Settings > Billing > Check the box for "Allow use for other billing entities"

      To manage your mandates in a better way, it's recommended that:

      1. You first select one location/billing entity that you would want to use as a fixed one to send out mandates (eg- Location A).

      2. And use the secondary one (eg- Location B) to be added with the check box.
        ​

      Note: If you have already been working with SEPA and you are not aware of this then you can do this-

      1. Delete all the existing signed/pending mandates sent from Location B.

      2. Resend the mandates from Location A.

      3. Check the boxes for "Use for other billing entities" for the customers from Location A

      Delete all the existing signed/pending mandates sent from Location B.

      Resend the mandates from Location A.

      Check the boxes for "Use for other billing entities" for the customers from Location A