Creating a donation or standing order with SEPA direct debit
If you want to manually create a donation or a standing order with the SEPA direct debit entry, you must create an appropriate mandate for the previous person. Please note our separate article on this.
Under the relevant person click on "create new donation", select" Manual SEPA direct debit entry" as payment method, and then select the desired SEPA mandate. For a single donation, a permanent mandate can be selected, too.
Important: if the donation has not yet been collected, you must remove the "received" date. If a donation receives a date of receipt, then the "last use" date at the corresponding mandate is updated automatically.
Create a standing order:
To create a standing order with SEPA direct debit entry, on the relevant person's account click as usual "Create new standing order", select "Manual SEPA direct debit" as payment method and then select the desired SEPA mandate. Only permanent mandates can be selected here.
At the next appointment, the Donation will automatically be selected with Payment Method and can be exported as a CSV file for a manual external processing.