Usage

Prerequisites

Obtain an account reference (token) from the PSP for the associated contact.

Creating a mandate

Go to the contact which to add a recurring PSP payment contract for

• On the SEPA Mandates tab, click Add new SEPA mandate
• Choose your previously configured Creditor
• Enter the Account Reference obtained from the PSP previously
• Enter Amount, Frequency, and any other information available
• Click Create to create the mandate

Preparing payments

When the payment is due (depending on creditor and mandate configuration), go to Contributions → CiviSEPA Dashboard

• Depending on the mandate type, click Update One-Off or Update Recurring to create transaction groups
• Click Close and Send for the transaction group that corresponds to the creditor and mandate created previously
• Download the transaction group file

Submitting payment requests to the PSP

To submit transactions to the PSP, go to Contributions → Submit transactions (PSP SEPA)

• Choose the PSP type
• Enter your PSP account credentials
• Select the previously downloaded transaction group file
• Click Submit
• You will receive feedback about each contribution within the transaction group file