Help CenterCreate and manage remittances
Group sales, generate the SEPA file, mark statuses, and control each remittance.
Remittances let you group sales to manage bank collections in an organised way.
From the detail view you can download the SEPA file, mark a remittance as sent, paid, unpaid, or failed, and remove sales when needed.
Before generating invoices from remittances, check that the included sales are correct and statuses are up to date.
Recommended steps
- Create a new remittance from Accounting.
- Add or review the associated sales.
- Download the SEPA file when ready.
- Update the status according to the bank response.
Before you start
Make sure you are in Accounting and that you have permission to perform this action in the correct center.
If you are changing information that affects clients, bookings, payments, or notifications, review the current state first to avoid incomplete changes.
What happens next
After saving or applying the action, return to the related list, profile, or session and check that the change appears as expected.
If the result is not what you expected, review filters, selected date, active center, and item status before repeating the action.
