The Sepa direct debit procedure must be set up in advance in the administration. (Set up the Sepa direct debit procedure). Before you use the SEPA procedure, you will need a written mandate (individual or standing mandate) from your customer. We recommend using a standard text template for this.
Please note: Only permanent mandates are specified in the customer account, individual mandates are entered in the invoice segment of the event.

1. Open the customer account.
2. Go to the  Details tab in the side navigation.
3. Enter the customer's complete bank details in the upper area of the input window.
4. Tick the box for Preset direct debit in invoices if the customer has given you a standing mandate for the direct debit procedure (not just an individual mandate).
5. The Sepa direct debit payment method is preset in the invoice.
   Note: An individual mandate is not specified in the customer account but created once in the invoice segment.
6. Enter the date of your customer's consent in the Date of mandate field.
7. The date of the Initial withdrawal is automatically set to the first Sepa direct debit procedure of this customer.
8. Save and close the customer account.