Print Customer Payment Proposal

Explanation

The Print Customer Payment Proposal activity is used for printing the direct debiting proposal with detailed information about included customer invoices, currencies and amounts.

Prerequisites

This activity requires that a direct debiting proposal exists. The payment address presentation should be defined first if you want to print the direct debiting proposal grouped by the payment address presentation and also if you want to include the payment address information in the printed report.

System Effects

This entry does not cause any system effects.

Window

Customer Payment Proposals

Related Window Descriptions

Customer Payment Proposals

Automatic Customer Payment Proposal Details/Details

Procedure

To Print Direct Debiting Proposal:

  1. Open Customer Payment Proposals and Populate or Query for the actual proposal.
  2. Right click and click the Details and select the Details window.
  3. Right click and click Print Proposal.
  4. Select the Exclude Payment Method check box if you want to exclude printing the payment method on the report and if you don't want to order the report based on the payment method. Note: If this check box is not selected then the payment address information cannot be printed in the report and the report cannot be grouped by the payment address presentation.
  5. Select the Exclude Payment Address Information check box if you want to exclude printing the payment address information in the report and if you do not want to group the payment order by the payment address presentation.
  6. Click Preview to view a preview on the screen.
  7. Click OK to print the report.