Different scenarios when importing an invoice for a customer

With an active signed mandate

• If the customer number matches and the selected profile contains a valid signed mandate, a transaction is generated automatically during import.
• The system uses the most recently signed mandate within that profile.
• The collection is executed based on that mandate.

Without a signed mandate

• No transaction is created during import.
• If the customer pays the invoice using a recurring payment method, a new mandate is generated at that time.
• Previously prepared (but unsigned) mandates are not used.

Who signs another existing mandate after the invoice is imported

• No transaction is created during import because no valid mandate was linked at that time.
• If a mandate is signed afterward, the invoice remains unlinked.
• The invoice must be manually linked to the signed mandate to enable collection.

Create a transaction from an invoice by linking it to a signed mandate

1. Navigate to the invoice overview menu
2. Select an invoice to go to the invoice details
3. Click Create Transaction in the top menu
4. Select the agreement you want to use.
5. Select the requested collection date
6. Confirm by clicking Create transaction

or

1. Navigate to the customer details
2. Open the recent invoices
3. Click on the bank icon on the right of the invoice line
4. Select the agreement you want to use.
5. Select the requested collection date
6. Confirm by clicking Create transaction

After the transaction is created (automatically or manually):

• The invoice status changes to In Progress.
• The transaction becomes visible under Transactions > To be Sent, where it is ready for further processing.

This approach ensures invoices are correctly linked to valid agreements and collected without delay.