Close Mandate

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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.

Close Mandate

To close a mandate:

• Go to Accounts → Mandates and select the mandate

• Toggle ‘On’ the Edit button

• Now, set Status = Terminated

• Enter the Termination Date on the mandate form

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

• Click the Save button