You can pre-fill your customer's details and create an NACH Debit mandate request for the customer to authorise.The quickest way to get started is to pre-fill the customer's details in a source, which sends them an invitation to authorise an NACH Debit mandate.
- Click on Sources in the menu.
- Click on the Create Source button.
- Enter the customer's contact details, customer's bank account details, and the required mandate details.
- Click Create.
- You'll be redirected to the newly created source, which will be in Pending status. If you entered an email address for the customer, they will receive an email from LotusPay (with your display name) asking them to authorise the mandate request.