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If the end customer has signed a mandate, the operator may enter the mandate reference and mandate signature date. Otherwise, the operator may click on the Generate mandate button. The system will then generate a mandate reference (based on the contact number) and consider it as valid from today.
The operator chooses the created payment method (see Getting started section)
As for any installment based payment method, he may choose the number of installments within the configured range. He may then modify the mandate information if needed:
If the operator modifies the mandate information, a message will inform him that the mandate information stored at contact level will be updated accordingly.
Getting started
You have first to create a payment method of type direct debit. This payment method will be used when performing the actual direct debit.
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