You can find this on the invoice details page, in the Details tab on the right-hand side, under the main invoice details.
This section will help you understand how the invoice is connected to other parts of the system and how to manage payment settings.
Contract and customer data
Contract
The contract number associated with this invoice (clickable for more details of the contract).Client
The customer account number and name (clickable for customer details).
Payment configuration
Payment method
The chosen method for paying the invoice, for example direct debit or bank transfer.Collection date
The date on which the payment will be collected by direct debit.Payment status
The current status of the payment process, for example Ready for payment or Paid.Payment reference
The unique reference number to be used for payment (is country dependent)The reference can me made the same of changed.
Collection case (if applicable)
If the invoice is linked to a collection procedure:
Debt collection case
Link to the collection case with the name of the flow being followed.Last step
The most recent step completed in the collection process.
Payment plan (if applicable)
If the invoice is part of a payment plan:
Payment plan
Link to the payment plan, including the plan number.Status
The current status of the payment plan (e.g., in progress or completed).Outstanding amount
The amount still outstanding on the payment plan.
Advance payment (for a settlement with advance payment frequency)
If the invoice contains advance payments:
Current advance payment amount
The previously set advance payment amount.New advance payment amount
The newly calculated advance payment amount (can be adjusted by authorized users). You can choose the recalculation method in Configuration/Invoicing/Preferences.
The accuracy of this estimate is indicated:
Highly accurate (based on actual consumption data)
Moderately accurate (based on estimates)
Low accuracy (limited data available)
Next invoice amount
An estimate of the amount for the next billing period, including an accuracy indication.
Payment method
The payment method depends on the invoice's status. You can change the payment method when the invoice is ready for payment or pending payment. Once a payment is processed, the payment method cannot be changed to avoid conflicts.
Collection date
For direct debit: You can set the collection date when the bank should process the invoice. The date must be in the future (at least 2 days). After the payment is processed, the date becomes read-only.
For bank transfers: The collection date does not apply, as the payment is made via bank transfer.
Why can't I change the payment method?
The payment method cannot be changed once the payment has been processed or the invoice has been marked as paid. Please contact support if you need to make changes before the payment has been processed.
What is the difference between Payment Status and Payment Method?
Payment Method: How the payment is collected (e.g. direct debit or bank transfer).
Payment Status: The current stage of the payment process (for example, Ready for Payment or Paid).
Why don't I see a collection date?
The collection date is only relevant for direct debits (SDD). For bank transfers (SCT), the actual payment date is used, not the collection date.
What is the Advance Payment Amount?
The advance payment is a monthly amount paid in advance and then applied to future invoices. The system automatically calculates this amount based on your usage patterns.
Can I adjust the New Advance Payment Amount?
Yes, if you have the appropriate permissions. The system calculates a recommended amount, but authorized users can adjust the amount if necessary. An information icon explains the calculation.
Payment method
The method by which a payment is made, for example by direct debit or bank transfer.Collection date
The date on which a direct debit payment is collected.Advance payment amount
A preset amount paid monthly by the customer and applied to future invoices.Payment status
The current status of the payment process, such as Ready for Payment or Paid.Payment plan
An arrangement that allows a customer to pay his invoices in installments.