Sending direct debit mandates in bulk

Visit Manage Customers in your Adfin console.
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Use the checkboxes on the left-hand side of the customer table to select the customers you want to switch.

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In the action bar at the bottom, select Send direct debit mandates.

You’ll have the option to add a custom message to your clients.

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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.
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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.
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Once you've completed the new mandate, we'll cancel your previous one.
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No payments will be taken under the new mandate until we’ve done this.
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Please let us know if you have any questions or concerns by replying to this email.

If you want to save this message for future use, you can set it for the Auto Collect here: https://console.adfin.com/settings/workflows