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 separateview. 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 field has been completed.
To record a debit mandate for an invoice:
- Go to: / / .
- 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.
- Select the invoice.
- Click on the action: .
- Go to the tab:
You can see the details of the invoice that relate to the debit mandate.
Profit determines thevia a function that uses the debtor Properties. A default one-off mandate (Standard One-off), where = and is selected is given the feature: ‘SO’ + Debtor number + invoice number. .
- Enter the date in the
Profit (and you) can infer that the mandate has been received from the fact that thehas been entered. field, so it is the same as on the debtor's mandate form.
- Go to the tab: .
- Check the status of the debit mandate.
- Click on:
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)..