SEPA Handling

With today’s release we are introducing the first version of SEPA handling within boxplanner.
Box Owners can now define predefined values which will be used for member SEPA mandates and in the next step for full or semi automatic payments.

Within the Box Settings a new Tab is available to Set up predefined values for SEPA such as Creditor Identification, a Mandate Identification Template and a description which is used for the member SEPA mandate.

Additionally the to be used bank account details and a default remittance text can be supplied too.

 

 

 

Once the Box setup is complete, the user will have automatically prefilled fields when creating a new SEPA mandate.
The member or owner can set up the member mandate under Contracts & Payments and once added the information when the SEPA mandate is valid from is directly visible.

 

 

 

 

The member SEPA document includes all necessary information to handle automatic payments.
 The first values are automatically provided by the Box Settings. Address information is copied from the user profile for convenience.

 

 

 

 

 

 

These are the preparation steps for the new Premium feature auf full and semi automatic SEPA payments. Full automatic SEPA payments will be handled through a payment provider, while semi automatic SEPA payments will be handled through an XML download. The resulting XML can then be imported into your banking software of choice or directly send to the bank depending on bank support.



Leave a Comment

Search

Check out Box Planner in 90 seconds

Facebook Page

Facebook Facebook

Latest Facebook Posts

Timeline Photos

Willkommen an Board “CrossFit Werdenberg”! Neben neu eröffneten Boxen freut es uns um so mehr, wenn lang etablierte Boxen mit über 4 Jahren Erfahrung auf unser System wechseln! Wir freuen uns Euch im täglichen Box Alltag zu unterstützen. —- Welcome “CrossFit Werdenberg”! Besides having new boxes starting with our solution it makes us even more proud when long established boxes switch to our system to support their daily routines and simplifying their workflows. #Boxplanner #CrossFit #Premium..

5 likes, 0 comments5 days ago

Timeline Photos

Branding is Everything! Let your Members know that they are at your Box with your own Logo. #Boxplanner #CrossFit #Premium #Features #GymManagement #CrossFitDe #CrossFitDeutschland #CrossFitAustria #CrossFitSpain #CrossFitItaly #CrossFitSwitzerland

3 likes, 0 comments1 month ago

Photos from box planner's post

New Update has been released which is the last preparation step for final testing of the mobile apps and it includes some new features as well! Public Track Schedule – Lead Funnel It is now possible to enable a specific Track for external signups. With the new functionality you can create a specific signup page within your website which allows People to signup directly for classes such as Trial Sessions. Translations / Multi Language support The process started of enabling Translations of pages based..

2 likes, 3 comments1 month ago

Photos from box planner's post

A little weekend teaser for our new native mobile apps coming soon! Manage your class registrations more efficiently on the go with our new mobile applications for iOS and Android. Preferred schedule view(Week or Month) current registrations, Profile data and more. All in different languages such as English, German, Italian and Spanish others on request. #Boxplanner #CrossFit #OnTheGo #mobile #CrossFitDe #CrossFitAustria #CrossFitSpain #CrossFitItaly #CrossFitSwitzerland

11 likes, 1 comments1 month ago

Timeline Photos

Aufgrund erhöhter Nachfrage veranstalten wir eine Live Demo und Q&A Session für angehende oder bestehende Owner in deutscher Sprache Morgen, Mittwoch den 12.09.2018 um 12:00Uhr. Bei Interesse bitte einfach eine Kurze Nachricht über Facebook oder per email an Office@box-planner.com Wenn Ihr eine persönliche Demo wünscht könnt Ihr uns auch einfach anschreiben. Since this Demo is in German you can request a personal Demo in English by simply sending us a message. #Boxplanner #CrossFit #Features..

2 likes, 0 comments2 months ago

Latest Tweets

box planner Youtube Channel