Close an invoice with the SEPA direct debit procedure

1. Create a new invoice or open an existing invoice segment.
2. Go to the  Added fields tab in the side navigation of the invoice segment.
3. If the SEPA direct debit procedure and the customer's bank details have been saved in the customer account, SEPA direct debit standing mandate will be preset as payment method. (Authorise the customer account for the SEPA direct debit procedure)
4. If the customer has only issued an individual mandate for this invoice, select the payment method SEPA direct debit individual mandate now and fill in the fields for SEPA direct debit in the invoice segment.
5. Generate a spreadsheet.
   Note: To export the SEPA direct debit data for further processing at your bank, a spreadsheet must be created and the invoice number and the invoice issue date must be set.
6. The value date of the direct debit is determined by the term of payment (minimum two days after the direct debit is created, in older versions minimum five days for the first collection, minimum two days for subsequent collections). Export your direct debits in good time to ensure punctual value dates. More on SEPA Direct Debit

Read more: Set up the SEPA direct debit procedure