Send Mandate Invites from the Dashboard — v1.0.69
Send Mandate Invites from the Dashboard
Available from: v1.0.69
Agents can now initiate the Direct Debit mandate setup process for a tenant without leaving the dashboard. The new Send Mandate Invite screen — accessible at /dashboard/mandates/invite — handles token generation and email delivery in one step.
Overview
Previously, generating a mandate invite required an API call. With v1.0.69, agents have a first-class UI to collect the necessary details, trigger the invite, and track its status (including expiry and resend) all from one place.
Using the Invite Form
Navigate to Dashboard → Mandates → Invite (or open the invite modal from the mandates list). Fill in the following fields:
| Field | Required | Description |
|---|---|---|
| Tenant Email | ✅ | The email address the invite link is delivered to |
| Tenant Name | ✅ | Pre-populates the mandate form for the tenant |
| Property Reference | ✅ | Links the mandate to a specific property in your portfolio |
| DD Amount | ✅ | Collection amount in GBP |
| Frequency | ✅ | Monthly, Weekly, or Fortnightly |
| Preferred Collection Day | ✅ | Tenant's preferred day for the Direct Debit to run |
| Mandate Type | ✅ | Property (includes Right to Rent check) or Non-Property |
| Notes | ❌ | Optional free-text notes stored against the invite record |
What Happens on Submit
- Token generated — A unique, time-limited token is created and attached to the invite.
- Email sent — The tenant receives an email containing a link to the public-facing mandate form. The link encodes the token so the form is pre-scoped to their invite.
- Expiry displayed — The dashboard shows the token's expiry date and time so agents know when the link becomes invalid.
- Resend available — If the tenant hasn't completed the form before expiry (or requests a new link), agents can use the Resend button to issue a fresh token without duplicating the mandate record.
Mandate Type: Property vs. Non-Property
Selecting Property as the mandate type causes the tenant's mandate form to include the Right to Rent verification step. Select Non-Property for mandates unrelated to a tenancy — this step is skipped.
Notes
- The preferred collection day is subject to BACS working day rules. The mandate form will display both the requested collection date and the adjusted BACS receipt date to the tenant.
- Tokens are single-use and scoped per invite. A resend invalidates the previous token.
- Invite records and their statuses are visible in the mandates list for audit purposes.