mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In Sage this was so much easier.
J Prescott
shared this idea
Hi J, appreciate you sharing in product ideas however to make sure I share your feedback with the most appropriate team can you share a bit more of how you process mandates for your business with Xero?
It sounds like this may be through the use of Quotes?
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J Prescott
commented
The first invoice is issued with the 'pay now' button. This has irked Xero users for some time as this invites users to set up a new mandate with every new invoice which defeats the whole point of direct debits.
However, to check whether the mandate has successfully been set up isn't easy or intuitively obvious. In Sage you can see this on the sales contact and tell whether the mandate has been completed and at which stage of processing it is. -
J Prescott
commented
Needs to be easier to see what is happening with mandate setup