NRTH

Four ways to invite your customers to sign a Direct Debit mandate with NRTH.

How to invite customers

How to share your Direct Debit mandate link via QR code, email, or your website.

Sharing your QR code or invite link

How to add a customer's details manually and optionally attach a payment to their invite.

Adding a customer manually

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

Sending an email invite

How to bulk invite customers by uploading a CSV file with their details.

Importing customers via CSV

A step by step look at the mandate signing experience from your customer's perspective.

What your customer sees when signing a Direct Debit mandate

David Edward

Get your customers signed onto a Direct Debit mandate, your way.

Inviting Customers

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.