--- title: Create a New Mandate for Direct Debit Clients description: mandate --- [Skip to content](https://support.hapana.com/kb/article/320#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) # Create a New Mandate for Direct Debit Clients ## Overview This guide explains how to use the **Create New Mandate** feature in Hapana Core. This functionality allows business users to reissue a direct debit mandate when a client’s payment fails due to an invalid or missing mandate. The process is powered by **Stripe** through the BECS Direct Debit system in Australia. It’s a quick and efficient way to validate a client’s payment method again—no client action required. --- ## Prerequisites - You must be using **Stripe Express Connect** for direct debit transactions. - You must have a **client record** with direct debit as their payment method. - The client’s payment has **failed due to a missing or invalid mandate** (Stripe includes this failure reason). > Tip: Use this feature only when prompted by a payment failure due to a missing mandate. --- ### Step 1: Navigate to the Client Profile 1. **Log in to Hapana Core**. 2. Go to the **Clients** module. 3. **Search and select** the relevant client record. --- ### Step 2: Identify the Mandate Option 1. In the client profile, locate the **stylised M icon** next to the card/payment icon. 2. Hover over the icon; it will say **“Create a new mandate.”** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759440411344_115c65dc_image-20250514182053-14-1.png?width=1375&height=567&name=1759440411344_115c65dc_image-20250514182053-14-1.png) --- ### Step 3: Create the New Mandate 1. **Click** the **M icon**. 2. A confirmation message will appear: - "Are you sure you want to create a new mandate?" 3. Click **Confirm** to proceed. --- ### Step 4: What Happens Next Once confirmed: - A **new mandate is created in Stripe**. - The client receives an **email** stating a new mandate has been created on their behalf. - The email includes a **link** to view the mandate agreement directly on Stripe. - **No further action is required** by the client. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759440412719_cbe9e1ed_image-20250514182149-15-1.png?width=2048&height=977&name=1759440412719_cbe9e1ed_image-20250514182149-15-1.png) --- ## Expected Outcome The mandate is reissued for the client, enabling successful future direct debit attempts. --- ## FAQs **Q: What is a BECS Direct Debit mandate?** It’s a legal agreement authorizing a business to debit a client’s bank account. Required in Australia for direct debit payments. **Q: When would I need to create a new mandate?** Only when a payment fails due to an invalid or missing mandate (shown in Stripe’s failure reason). **Q: Does the client need to sign anything again?** No. The mandate email includes a view-only link. 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