Record the date of a debit mandate for an invoice

You record the data for a one-off debit mandate for a mandated invoice. You view the invoices to be authorised from a separate Invoice collection mandates view. This view displays all the sales invoices to be authorised. The collection order does not include these invoices, as long as the debtor has not provided a debit mandate. Profit can infer whether the mandate has been provided from the fact that the Debit mandate date field has been completed.

To record a debit mandate for an invoice:

1. Go to: Financial / Debtor / Collection mandate.
2. Open the view: Invoices for which a mandate is needed.

   In the view you can see the invoices for which a one-off mandate is required but has not yet been received.

3. Select the invoice.
4. Click on the action: Collection mandate.
5. Go to the tab: Collection mandate.

   You can see the details of the invoice that relate to the debit mandate.

   Profit determines the Mandate feature via a function that uses the debtor Properties. A default one-off mandate (Standard One-off), where SEPA collection method = Default and Single mandate is selected is given the feature: ‘SO’ + Debtor number + invoice number.

6. Enter the date in the Debit mandate date field, so it is the same as on the debtor's mandate form.

   Profit (and you) can infer that the mandate has been received from the fact that the Debit mandate date has been entered.

7. Go to the tab: Mandate status.
8. Check the status of the debit mandate.
9. Click on: OK.

   You see that the invoice has disappeared from this view. The invoice will therefore be included in the collection order (provided all other requirements for collection are met).