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Sending an email invite

How to send a quick Direct Debit mandate invite by email with an optional personal message.

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Written by David Edward

For a quick, personal invite, use the Email tab.

Click Invite Customer, then select Email. Choose Individual or Company.

Enter the customer's name and email, then optionally add a message (up to 100 characters). This message appears in the invite email your customer receives.

You can add multiple customers at once by clicking Add Customer +.

Click Send invite and each customer will receive an email with a link to your Direct Debit mandate form.

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