How to send direct debit mandates in bulk
Go to the Customers view
Visit Customers in your Adfin console.
Select the customers
Use the checkboxes on the left-hand side of the table to select the customers.
Send the new direct debit mandates
In the action bar at the bottom, select Send → Direct debit mandate.
You’ll have the option send from the Adfin email or your linked email address.
You can add a custom message for your clients with the Adfin email.
Choose an adaptive template to send a personalised message from your own email address, each customer will get a email adapted to them.
Example custom message:
Hello, We're switching our collections to Adfin direct debit. This will improve your payment experience and help us keep our prices as competitive as possible.
Please sign this direct debit mandate: Adfin will pre-fill your existing details where possible, so it should take only a few seconds to confirm.
Once you've completed the new mandate, we'll cancel your previous one.
No payments will be taken under the new mandate until we’ve done this.
Please let us know if you have any questions or concerns by replying to this email.
📧 Each customer needs an email address on file to receive the mandate request. If a customer has no email saved, add it first, otherwise the request won’t reach them.
You can use the same steps to nudge customers who still have not signed their mandate yet. Select them and click Send → Direct debit mandate, the button reads Resend Mandate for customers who have already been sent one.
Tip: we strongly recommend notifying your clients about the switch through your usual communication channels before sending the mandate request in Adfin.
See our full guide here: