Mandates

a gocardless mandate (sometimes referred to as an authorisation ) is a customer's permission for you to collect payments from their bank account via direct debit if you are not using gocardless as a payment service provider (psp), consider removing the view mandate button for your users this can be done by customizing the page layout in salesforce setup view mandates to view a mandate go to the asperato authorisation tab and select the authorisation record on the record page, click the view mandate button on the action bar the mandate will open as saved with gocardless update mandates you can update a customer's email address and billing address on an in force authorisation record with a payment route of direct debit directly within salesforce ensure the update authorisation lightning action button has been added to the page layout refer to the release notes v2 23 5 (winter '23) docid\ kyf5ucexlbivwuoxkik2c for instructions on adding this button go to the asperato authorisation tab and select the the "in force" authorisation record click the update authorisation button in the action bar update the customer's email and/or billing address click save cancel mandates for users running on asperato package 2 15 and below, cancelation has to be done directly on the gocardless by logging in to your gocardless dashboard go to the asperato authorisation tab and select the authorisation record click the cancel mandate button this button may be located under the dropdown menu in the action bar you will be asked to confirm cancellation click i understand, cancel mandate to finish the salesforce record will update to cancelled and the mandate will be cancelled with gocardless once you have cancelled a mandate, you won't be able to process the payments from this authorisation record if a cancelled mandate is processed again in salesforce, then the authorisation record in salesforce is updated from cancelled to pending and a new customer record is created within gocardless this is because gocardless treats cancelled mandates as deleted this behaviour is by design to avoid conflicts with existing mandates if you intend to reactivate a mandate, it's recommended to contact gocardless support directly rather than simply re processing the cancelled authorisation record you will need to create a new authorisation to process payments again cancel mandates programmatically the cancel mandate functionality is accessible through apex code and flows, offering greater flexibility and automation capabilities to cancel a mandate using custom code or a flow, use the asp04 cancelmandateprocess cancelmandate() apex method here's an example asp04 cancelmandateprocess cancelmandate('a022z000002fq3aaas'); // replace with the actual authorisation record id this method can be incorporated into your custom apex code or called from a flow to automate mandate cancellations as part of your overall business logic update mandates you can update customer email and billing address information from within salesforce select the authorisation record to update click the update authorisation button if you do not see this button, ask your salesforce administrator to update your page layout for the lightning quick action update authorisation in the pop up screen, enter the details which needs updating click save the salesforce record is updated and the customer record in gocardless is updated with the new details