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.”

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.

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. No signature or confirmation is needed.

For help, reach out to our support team via [email protected].