Invite customers

You can invite customers to fill in their own details on your branded secure form on LotusPay and directly authorise eMandates.

When inviting a new customer, you are sending a request for an NACH Debit authorisation.

You can do this in one of two ways:

  1. Invite customers (customer-filled forms): Ask the customers to fill in their own details. See below.
  2. Add customers (merchant-filled forms): Pre-fill the customer's details if you know them. Click here.

If you don't have the customer's details and you're happy to let them fill in their own details, you can invite them to do so. This creates independent mandates. There are three available options you can choose from to do this:

  • Link
  • Email
  • CSV

The Link option gives you the ability to invite customers to sign up via your website, newsletter campaign, or other online presence. You can also send this link via your own email/SMS/WhatsApp etc.

The Email option sends authorisation requests directly from your dashboard; you can also track recipients via your dashboard. The customer receives your branded email from LotusPay, containing the same link as above.

The CSV option enables you to bulk add customers via a template in which you can include their name, company, email address, and custom references. The customer receives your branded email from LotusPay, containing the same link as above.

LINK

  1. Click Customers in the left menu bar within your dashboard.
  2. Click Invite customers in the top right of the page.
  3. The Link option is selected by default. Click Copy to copy the link to then paste in your desired location.

EMAIL

  1. Click on Customers in the left menu bar and then on Invite customers.
  2. Select the Email option, enter your customer emails (you can enter as many as you like), and add a message to be included in the email they receive.
  3. If you've already created one or more plan templates, you will see an option to Add to payment plan. Select this option to open a dropdown menu where you can select to have your customers automatically added to a particular plan when they authorise their NACH Debit.
  4. Advanced options provides additional settings.
  5. When you're ready, click Add customers to send out the authorisation request emails.

CSV

  1. Click on Customers in the left menu bar and then on Invite customers.
  2. Select the CSV option and click the Download template link
  3. Open the csv spreadsheet in Excel (or similar) and enter your customers' information in the corresponding columns. Once entered, make sure you Save the file.
  4. Go to Step two in the CSV add customers option, click Choose file, and upload your saved spreadsheet.
  5. When you're ready, click Import customers.
  6. Your CSV upload will then run through a short validation process to ensure the details have been entered in the correct format for our system.
  7. Once validated, click Send invitations to send authorisation requests to your newly added customers and then confirm.