Visma eAccounting Standaard
Create direct debit invoices
After you have activated the direct debit extension, certain settings need to be applied before you can start using direct debit.
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Go to Sales - Sales invoices.
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Select New sales invoice.
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Choose the customer you want to invoice.
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If direct debit is active for the customer, Direct debit will automatically be enabled by default on the invoice.
The due date serves as basis for the direct debit collection date for the bank. This direct debit date will also be shown on the invoice to the customer. Note that if you have set an End date for direct debit in the customer’s settings, the direct debit setting on the invoice will only be enabled if the invoice due date is before the direct debit end date.
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Fill in the remaining information and create the invoice.
When processing recurring invoices, multiple invoices or draft invoices, the current customer settings at the time of invoice posting determines whether Direct debit becomes active. In these situations you cannot adjust the setting per individual invoice.
For invoices that have the direct debit setting enabled, it will not be possible to create a payment reminder, as these invoices are expected to be paid by a direct debit order.
Related topics
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Enable settings for direct debit |
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Create direct debit file or send order directly to the bank |
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Match the direct debit collection payment |
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Undo direct debit collections (reversal) |