Configure a sales contact profile for the mandate form report layout

In a sales contact profile you can specify a number of settings which apply to the sales contacts that are linked (or will be linked) to the profile. You link the reports that Profit requires for printing the debit mandate form. Within one type, variations in language/terminology (Dutch, Belgian Dutch, Belgian French, etc.) are possible depending on the language of the debtor.

The report layout that Profit uses to print the mandate form depends on the context.

Profit provides default report layouts for three different types of mandate form. You can change these reports to suit your requirements. For example, you can add your company logo. You can change these reports using Management report.

To configure a sales contact profile for debit mandate form report layouts:

  1. Go to: General / Configuration / Integration settings / Sales contact profile.
  2. Open the properties of the sales contact profile. that is linked to the sales contacts.

    Depending on the situation, you use your own sales contact profile or the default sales contact profile. This is the sales contact profile with the asterisks (*****).

  3. Go to the tab: General.
  4. Go to the tab: Report.
  5. Check/select the reports you want to use.
  6. Click on: OK.

See also:

Directly to

  1. Configure automatic collection with SEPA
  2. Authorise collection
  3. Authorise partial collection
  4. Add the Payments in transit suspense account
  5. Add a collection reduction account
  6. Add a general journal for payments in transit
  7. Record the collector ID and administration settings for SEPA collection
  8. Configure the bank account number for automatic collection
  9. Mandate forms report layout
  10. Configure sales contact profile for mandate forms report layout
  11. Configure debtor for automatic collection via SEPA
  12. Add a payment condition with collection instalments
  13. Import debit mandates
  14. Import debit mandates (Belgium)
  15. Configure a bank link for internet banking (AFAS Online)