Mandates are created and maintained using the Mandate Maintenance form in the CL Management form.

Open the CL Management form by clicking on the 'CL Mgmt' icon.

Then click on the 'Set Up Mandate' button.

The Maintain Mandate form will open.

Select 'Bottomline' from the Collection Method drop-down.

Select the First Collection date from the calendar.

The Next Collection date will be greyed out and it will display a date a month ahead of the first collection date.

The 'Collect Every' field will also be greyed out and display the number 1 and the option of months.

The Mandate Reference will be completed automatically.

Complete the Sort Code, Account Number and Account Name.

The next step is to add a payment to the mandate.

i-Clarity will display the suggested payment amount based on the products set up as a regular supply.

Click 'Add This Payment' to add the suggested payment line to the grid.

Click the button 'Create Mandate'.

This will save the mandate information and populate the Bottomline portal.

A note of the next payment amount will be displayed on the main CL Management form.

Cancelling A Mandate

To cancel a mandate, open the CL Management module and click on the 'Set Up Mandate' button.

On the Mandate Maintenance form, tick the box next to the 'Date Cancelled' field.

Once the box has been ticked, today's date will appear next to the box.

Click 'Save Changes' on the Mandate Maintenance form to save and exit.

Amending A DD/SO Payment

This process can be used if you need to amend the amount of money the patient is paying by direct debit or standing order.

Click the 'Set Up Mandate' button.

Edit the amount in the amount field.

Click 'Save Changes' to update and exit the mandate. This will also update the Bottomline portal with the new amount.