Attach bank mandate and ID documents to accounts
Attach bank mandate and ID documents to accounts
Your bank mandate and ID uploads arrive by form but aren't linked to customer accounts, slowing billing and hiding documents. It attaches files to the account so billing can invoice same day.
Overview
Loose mandate and ID files delay invoicing and increase compliance risk. This workflow links each submitted file directly to the customer account so billing staff can invoice and verify payments the same day, reducing manual chasing.