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Payment Plans are how you set up recurring CRDB Direct Debit collections in the Merchant Dashboard. Each plan links a customer, a debit schedule, and a CRDB mandate.
Activate CRDB Direct Debit before creating a plan. Developers can also request mandate approvals with the CRDB Direct Debit API.

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What You Can Do

  • Create a plan with installment amount, start/end dates, and frequency (daily, weekly, monthly, or yearly)
  • Request CRDB Direct Debit mandate approval for the customer’s CRDB account
  • Track mandate status (REQUESTED, ACTIVE, REJECTED, CANCELLED)
  • Review upcoming and past installment cycles on the plan details page
  • See plans for a specific customer on the customer Payment Plans tab
  • Cancel an active mandate when collections should stop

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Create a Payment Plan

  1. Open Payment Plans in the Merchant Dashboard sidebar, or open a customer and use their Payment Plans tab.
  2. Start Create Payment Plan.
  3. Choose the customer and plan details:
    • Installment amount (TZS)
    • Start date and end date
    • Frequency (for example every month, or every 2 weeks)
    • Bill details / description
  4. Add the CRDB payment method details:
    • CRDB account number (debit account)
    • CRDB SimBank mobile number (12 digits, country code, no +) — must be registered for SimBanking on that account
  5. Review the plan summary and upcoming installments, then submit to request approval.
After submission, the mandate starts as REQUESTED. When CRDB confirms, the plan becomes ACTIVE and scheduled collections can begin. If the mandate is REJECTED, installments will not collect.
A CRDB account can only have one mandate at a time. If the debit account already has an active mandate, cancel or complete it before creating a new plan.

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Plan Details

On a plan’s details page you can:
  • See customer and mandate information (including CRDB account and SimBank number)
  • Review installment cycles (due dates, amounts, and collection status)
  • Follow mandate status changes
  • Cancel an ACTIVE mandate when needed

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Notifications

You receive merchant notifications when a Direct Debit mandate is:
  • Requested
  • Approved (plan active)
  • Rejected
  • Cancelled
See Notifications for in-app, email, and web channels.

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Payments

Successful and failed installment attempts appear under Transactions → Payments with channel CRDB DIRECT DEBIT MANDATE. Configure webhooks if you want the same events in your own systems.