Collect an invoice with a mandate
Have Tillor collect an invoice automatically with the customer's active SEPA mandate.
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If a customer has an active mandate, Tillor can collect an invoice from their bank account. You choose how: you attach the mandate to the invoice so collection starts by itself after booking, or you start the collection manually with Make payment.
You request a mandate through Having a SEPA mandate signed. You cannot collect a credit note.
Have an invoice collected automatically
Open the invoice
Go to AdministrationInvoices and open a draft or booked invoice of the customer.
Choose the mandate
Under Direct-debit mandate, choose the customer's mandate. Only active mandates are in the list. Choose No mandate to remove the link again.
The field tells you what happens: Tillor immediately creates an outstanding payment, and the bank is charged two days after booking. Until then you can cancel the payment.
Book the invoice
After booking, the invoice shows Collection is scheduled for with the date. On that day Tillor sends the direct debit to the bank.
If the invoice was already booked when you attached the mandate, the same two-day period applies from that moment. Once Tillor has sent the direct debit to the bank, you can no longer change the mandate on the invoice.
The maximum amount of a mandate
Every mandate has a maximum amount. You see it in the list of mandates as max. with an amount. If an invoice is higher, then:
- the mandate is greyed out in the list, with a message that the maximum is lower than the invoice amount;
- the invoice shows a message that the invoice amount exceeds the maximum of the mandate;
- Tillor cannot book an invoice with such a mandate attached.
Then choose a mandate with a higher maximum, or let the customer pay another way.
Start a direct debit manually
Choose SEPA Mandate
Under Payment method, choose SEPA Mandate. If it is greyed out, the customer has no active mandate that can cover the amount.
Choose the mandate and the delay
Select the Mandate. Tillor picks the first active mandate that can cover the amount. Under Delay (days) enter 0 to 7 days. With 0 the direct debit goes to the bank immediately, with a higher number Tillor waits that many days.
Submit the payment
Click Submit payment.
What happens next?
The payment appears on the invoice and in AdministrationPayments.
- As long as the direct debit is waiting, the details show Send after with the date. Choose Skip delay in the action menu to send it to the bank now, or Cancel to stop it.
- After sending, the payment has the status Pending with the Due date. A SEPA direct debit takes a few days. Then it becomes Paid, or Failed if the bank rejects the direct debit.
- In the accounting, a pending direct debit already counts as a payment in progress. If it fails or you cancel it, it disappears from the draft again. See Payment reports.
- On the payment page the customer sees Paid by direct debit with the amount and the date, and no payment buttons. This way nobody pays twice. The invoice PDF and the invoice email state the amount and the collection date.
Tillor deducts the small first payment with which a customer confirmed their mandate from the next invoice.
Collect utility invoices automatically
You can have consumption invoices for water, electricity and gas collected automatically with the customer's mandate.
- If the customer ticks Also use this mandate to pay my utility bills (water, electricity, gas) automatically when signing, Tillor sets up this mandate as soon as it is active. The checkbox is ticked by default.
- You can also choose the mandate yourself under CustomerscustomerInvoicing, in the Invoice Settings card, under Mandate.
- In the list of mandates, the mandate for utilities is marked Utility bills.
A new consumption invoice then gets this mandate automatically as its Direct-debit mandate.
Problems?
Automations can also collect: the step Collect by direct debit.