• France
status page
demonstrations
assistance
FAQContact support
Search
Categories
Tags
English
French
English
Homepage
Use cases
Create a payment
Create an installment payment
Create a multi-card (split) payment
Create a payment by Alias (Token)
Create a payment link
Create a recurring payment
Manage subscriptions
Manage your transactions (refund, cancel...)
Analyze your reports
API docs
Embedded Form
REST API
Hosted payment
Mobile payment
File exchange
Snippets
Payment methods
Plugins
Guides
Merchant Back Office
Functional guides

Updating a mandate via the Merchant Back Office

There are two different operations for updating a mandate:
  • Update buyer details

    This operation allows to update information about the buyer. It also gives the possibility to update the unique mandate reference.

  • Replace the payment method

    This operation makes it possible to modify the BIC and the IBAN of the debtor. It also gives the possibility to update the unique mandate reference.

In the Back Office:
  • A direct debit mandate is represented by a token.
  • A terminated mandate (or token) cannot be modified.
  • The Type column allows you to identify one-off and recurring mandates.
  • A one-off mandate is automatically terminated at the end of payment.

In order to update buyer details
  1. Via Management > Recurring payments menu, search for the mandate to update.
    You can search for a mandate using the unique mandate reference, the e-mail address or the name of the debtor.
    You can use the search term Payment method by selecting the value SEPA Direct Debit.
  2. Right-click the mandate.
  3. Click Modify.

  4. Click Update buyer details.

    The mandate modification page appears. Only editable fields are available for input.

  5. Edit the e-mail address, if needed.

  6. Generate a new token (UMR) if you wish to replace the old one.

  7. Complete or edit the information about the buyer.

    Only editable fields can be updated.

    The buyer’s first and last names that are specified during the creation of a SEPA mandate cannot be changed.

  8. Click the Validate button to save the changes.

To update the debtor's IBAN
  1. Via Management > Recurring payments menu, search for the mandate to update.
    You can search for a mandate using the unique mandate reference, the e-mail address or the name of the debtor.
    You can use the search term Payment method by selecting the value SEPA Direct Debit.
  2. Right-click the mandate.
  3. Click Replace the payment method

    The token update page appears.

  4. Generate a new token (UMR) if you wish to replace the old one.

  5. Complete the new IBAN.
  6. Click the Validate button to save the changes.

The processing of a mandate update request results in the creation of a VERIFICATION transaction type, visible in the Merchant Back Office, that has the following characteristics:
  • its amount is 0.00EUR,
  • its status is either "Accepted" ((vads_trans_status=ACCEPTED)) or "Refused" ((vads_trans_status=REFUSED)),
  • it is never captured and remains in the "Transactions is progress" tab.

 

The mandate (token) will not be updated if IBAN checks fail.

In any case, the merchant will be notified about this update if the Instant Payment Notification URL on an operation coming from the Back Office rule is enabled.

© 2025 {'|'} All rights reserved to Sogecommerce
25.18-1.11