How to use Debit Orders on swool.io | Scribe

    How to use Debit Orders on swool.io

    • 27 steps |
    • 2 minutes
    1
    Click "System"
    2
    Click "Billing Batches"
    3
    Click "Add New Billing Batch" and add in your debit order date options as billing batches.
    4
    Click "Enable debit order "
    5
    Make sure the "Billing Day" is set a few days before the debit order date to make sure the batch can be processed in time. Save the batches.
    6
    Click "Accounts"
    7
    Click "All Customers"
    8
    Click on the client you want to enable debit orders for.
    9
    Click this dropdown and select their appropriate billing batch and save the setting.
    10
    Click "Account"
    11
    Click "Actions"
    12
    Click "Add Invoice"
    13
    Click "Add Mandate"
    14
    Fill in their banking details where the debit orders will be deducted from.
    15
    Click Save.
    16
    On the billing date when the invoices will run Click "Billing"
    17
    Click "Approve Invoices"
    18
    Approve the invoices linked to this batch.
    19
    Click "Debit Orders"
    20
    Click "new batch"