This article is for Gifts and Benefits administrators using Swile grants. It explains how these grants are settled, and how to set up the direct debit mandate to automatically pay your shop grant invoices.
How are my Swile grants settled?
The way your grants are settled depends on their type. Here’s how it works in each case:
| Type of grant | How is it settled? |
|---|---|
| Shop grant | The beneficiary uses their grant on the Swile shop. An invoice is then made available, and the amount spent is debited from the CSE’s bank account. |
| Mixed grant |
The mixed grant combines two settlement methods:
|
| Grant on invoice | The CSE administrator approves the request, then reimburses the beneficiary directly by bank transfer from the CSE’s account. |
How do I create my Swile shop grant direct debit mandate?
The direct debit mandate authorises Swile to automatically debit your CSE’s bank account for your shop grant contributions. Once the mandate is active, your shop grant invoices are paid by direct debit, with no manual action required from you.
As a CSE administrator, follow these steps to create your direct debit mandate:
- Step 1: Go to your Swile admin area.
- Step 2: Go to the Billing menu, then Direct Debit Mandate section.
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Step 3: Click on + Create a mandate.
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Step 4: Enter the bank details for the CSE account: account name, IBAN and BIC.
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Step 5: Enter the signatory: their name and email address. The mandate to sign will be sent to this email address.
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Step 6: Enter the registered address of the entity holding the bank account (street, postcode, city).
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Step 7: Check the summary, then click Send for signature.
Frequently asked questions about the shop grant direct debit mandate
What happens after I send my shop grant direct debit mandate?
After you send your mandate, the signing process works as follows:
- An email is sent to the signatory via DocuSign, to the address provided at the Signatory step.
- The signatory signs the mandate online, using the link received from DocuSign.
- You’ll be notified as soon as the mandate is signed.
- The direct debit mandate is active immediately after signing.
⚠️ An unsigned mandate remains pending
As long as the mandate isn’t signed, it will show as awaiting signature in the Direct Debit Mandate section, and the automatic debit won’t be active yet.
Where can I check the status of my shop grant direct debit mandate?
The status of your mandate is shown in the Billing tab, under Direct Debit Mandate, in Active Mandates. An unsigned mandate will be marked as awaiting signature.
Who receives the shop grant direct debit mandate to sign?
The mandate is sent via DocuSign to the signatory’s email address provided at the Signatory step when creating the mandate.
When does the direct debit for my shop grants become active?
The direct debit mandate becomes active immediately after the signatory signs online. You’ll be notified as soon as the signature is completed.
How often are my shop grants invoiced and debited?
From 16 July 2026, your Swile shop grants will be invoiced and debited twice a month. You’ll be notified by email each time a new invoice is issued, and the amount will be debited from the bank account linked to your mandate.
Spending from 1 to 14 July 2026 is covered by the old system (pot), not by the new direct debit.
| Invoice and debit date | Shop grants covered |
|---|---|
| 15th of each month | Grants used from the 1st to the 14th of the month inclusive |
| 1st of the following month | Grants used from the 15th to the last day of the month inclusive |
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