Adding NACH form
Step 1: Login with your credentials in web.
Step 2: Click on the 'lead' icon (funnel) , from the left side menu bar.
Step 3: Select the lead profile from the listing page where the mandate (NACH) must be initiated.
Step 4: Now click on 'add' button, from the lead profile and select 'add forms'.
Step 5: Enter the 'NACH form' name in the search bar and select the form.
Step 6: From the right side you will see the NACH form, click on the save button.
Initiating NACH mandate
Follow the below mentioned steps only after adding NACH mandate form in a lead profile.
Step 1: Click on 'forms' tab from the lead profile, menu bar.
Step 2: Search for the NACH form.
Step 3: Click on the green 'NACH' button below the respective form .
Step 4: Once the 'NACH' button is clicked a center pop up modal comes with all the details filled. Now click on 'Generate NACH' button.
Note: If the details aren't filled in the mapped fields you cannot generate natch.