Tutorial video (4 minutes):
Summary
Configure Company data
Menu: View > Settings > Company data
- open edit dialog
- enable SEPA direct debit option
- fill in bank account details and creditor id
Enable SEPA direct debit for customers
Menu: View > Users > Customers
- edit the corresponding customer
- switch to “accounting” tab
- enable SEPA direct debit option
- fill in the bank account details, mandate id and signature date
Create a booking archive
Menu: View > Invoices > Invoice archive
- the XML export will be included in the archive