Overview:
When a mandate requires dual signatures for approval, it involves a specific process to ensure compliance and authorization. Below are the steps to follow when dealing with such mandates:
Procedure:
1. Initiating Mandate Setup:
- Open the received mandate link provided by the Merchant Service Provider (MSP).
- Add BACS Direct Debit information as required.
2. Completing Initial Steps:
- Ensure all necessary fields and checkboxes are filled out accurately.
- Select all boxes indicating agreement or authorization.
- Proceed by clicking "Confirm and Pay" even for zero-amount transactions.
3. Download Mandate Document:
- After completing the initial steps, you will be directed to a screen where you can download the direct debit mandate document.
- Download this document for further processing.
4. Customer Signature and Submission:
- The end-customer, as the authorized signatory, must complete and sign the downloaded PDF document.
- The signed document should then be sent directly to the MSP.
5. MSP Forwarding:
- The MSP will receive the signed document from the end-customer.
- The MSP should promptly forward the signed document to Zomentum at support@zomentum.com.
6. Processing by Zomentum Payments:
- Upon receiving the signed document, Zomentum will undertake further action.
- Zomentum will forward the signed document to payment processor for further processing.
7. Processing by payment processor:
- Payment processor will proceed with the necessary steps based on the approved mandate received.
- Payment processor will ensure compliance and authorization according to the dual signature mandate requirements.
If you encounter any questions or concerns during this process, our dedicated customer support team is available to assist you. Please feel free to reach out to them for guidance and clarification.
By following these steps diligently, you ensure compliance with the dual signature requirements for BACS mandates and facilitate a smooth authorization process for your transactions.