- Author iciDSI
- Module version 1.4.2
- Release date 06/20/2026
- Access to download and updates
1 year
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More info...
iciSEPA helps companies collect customer bank details, validate SEPA mandates online and automatically create bank accounts in Dolibarr. The entire process is streamlined, secure and fully integrated into your sales workflow.
Key Features
Automatic workflow
- Detects signed quotations automatically
- Generates a secure customer link
- Sends a customizable email invitation
- Collects IBAN and supporting bank document (RIB)
- Online SEPA mandate validation
- Automatic creation of the customer's bank account in Dolibarr
Manual requests
- Send a SEPA mandate request at any time
- No quotation required
- Ideal for existing customers
Customer portal
- Dedicated public page
- Custom welcome message
- Custom footer message
- Optional company branding
- Responsive interface
Email management
- HTML email editor
- Live preview
- Customizable templates
- Available variables:
__REF__
__THIRDPARTY_NAME__
__ICISEPA_LINK__
__ICISEPA_URL__
Tracking and monitoring
- Mandate tracking dashboard
- Delivery status monitoring
- Signature status monitoring
- Detailed event log
- Manual resend capability
- Request cancellation
Document management
- Signed mandate PDF generation
- Customer RIB upload
- Automatic storage in customer documents
- Full audit trail
Benefits
Save time
Avoid manual collection of bank details and mandate paperwork.
Reduce errors
Customer information is entered directly by the customer.
Improve customer experience
A simple and secure online process replaces paper forms and email exchanges.
Fully integrated
No external platform required. Everything stays inside Dolibarr.
Typical Workflow
- Customer signs a quotation
- iciSEPA sends a secure request
- Customer enters bank details
- Customer validates the SEPA mandate
- Dolibarr creates the bank account automatically
- Documents are archived in the customer record
Administration Features
- Creditor information management (ICS)
- Link expiration management
- Email template configuration
- Public page customization
- Permission management
- Detailed logs cleanup
- Mandate lifecycle management