Working with SEPA mandate reports and email delivery

  • 28/11/2025
  • 3 Minuten Lesedauer

Continia Banking includes extended support for SEPA direct debit mandates. You can define a custom report for mandate documents, manage dedicated layouts, and send mandates directly to customers by email.

To configure a mandate report layout

Use this procedure to set up the report and layouts used for generating SEPA mandate documents.

To configure a mandate report layout:

  1. On the Banking Report Selection page, set Usage to Banking SEPA Mandate to link the report to mandate processing.
  2. On the Report Layouts page, Continia Banking provides two layouts:
    • Email Body Layout
    • Email Attachment Layout

To send mandates by email

Use this procedure to generate and send a SEPA direct debit mandate to a customer by email.

To send a mandate:

  1. Search for and select SEPA Direct Debit Mandates.

  2. On the Direct Debit Mandates page, select Send.

  3. When prompted, select Yes to email the mandate to the customer using the standard Email Address field. After you confirm the email dispatch, the email editor opens with the message details. The message text is based on the reminder method code configured for mandate sending. Any placeholders are automatically replaced with the corresponding values.

  4. The attached PDF document (SEPA Direct Debit Mandate) appears in the Attachments tab of the email editor.

    After reviewing the message, you can send the email, including the attachment, directly from the editor, based on your SMTP server or email account configuration.

To review the email history and the mandate record

Use this procedure to verify sent mandate emails and trace them back to the related mandate record.

  1. Open the Sent Emails page.
  2. Select Show Source to view the email content and a link to the related mandate record.