How can I retry a rejected mandate on the Partner Portal?

If a client’s mandate is rejected, you can start it again from Mandate Details.

Where to find it: Track > Mandate Details > Action > Retry

Steps

  • Click Track in the left menu and open Mandate Details.
  • Under Mandate Status, select Rejected and click Apply.
  • Click Retry in the Action column of the mandate.
  • Ask the client to complete the mandate approval again.

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