Mandate

API name: cpm__Mandate__c

Description

The Mandate object is used to store and manage the authorization given by payers to collect payments from their account. Common use cases for the Mandate object are recurring credit card or direct debit payments. For further information about how FinDock uses mandates, see Introduction to mandate handling

Fields

Mandates are usually not created manually. Fields are filled in automatically by FinDock, by an external Payment Service Provider, or through a specific automation such as data migration.

LabelTypeDescription
ActiveCheckboxIndicates if the mandate can be used; checked = true, unchecked = false
Custom ReferenceText(255)Optional field where you can enter your own custom identifier for this mandate; if used, this value overrides the Mandate Id generated by FinDock
Date SignedDateDate the payer authorized the mandate
End DateDateDate the authorization of the mandate expires; expiration is automatic according to the rules of the payment method, or it can be set manually
Use First Next RunCheckboxSets the Sequence Type on installments to indicate first collection. Always marked true for new mandates, but only used for Bacs DD and SEPA DD.
Last UsedDateDate of last payment made with this mandate
Payment ProcessorText(80)The payment processor through which the mandate was created and is maintained
Payment ProfileLookupThe payment profile the mandate is linked to; every mandate must be linked to a parent payment profile
Pre-notification DateDateDate the payer was notified that you have received an authorized mandate.
PrefixText(20)Custom prefix value added to the mandate Id according to the mandate prefix value in the FinDock Core general settings
StatusPicklistStatus usage is processor and method dependent; please refer to the processing-specific documentation for further information
TargetPicklistThe account at the payment processor (bank account or merchant account) that this mandate authorizes to receive payments
TypePicklistType of payment authorization (one-time or recurring) the mandate represents
Unique Mandate IdText(255)The mandate reference for the payment processor; this an indexed text field automatically filled in using the Salesforce record Id and Mandate Prefix, or the Custom Reference field
ReferenceText(255)The reference value of the customer mandate at the payment processor

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