iciSEPA

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

1. Customer signs a quotation
2. iciSEPA sends a secure request
3. Customer enters bank details
4. Customer validates the SEPA mandate
5. Dolibarr creates the bank account automatically
6. 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

Démo : https://dev.icidsi.com
Documentation