Once you have created a contact, the 'Mandates' tab will appear against the 'Contact info'.
Click on the 'Mandates' tab and then you will be asked to create a new mandate.
Enter the mandate information, with or without a plan and then save.
Once you have created a contact, the 'Mandates' tab will appear against the 'Contact info'.
Click on the 'Mandates' tab and then you will be asked to create a new mandate.
Enter the mandate information, with or without a plan and then save.