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Subscribe a member on credit to create a SEPA direct debit report
Subscribe a member on credit to create a SEPA direct debit report

The goal of this tutorial is to show you how to subscribe your members on credit in order to be able to download a SEPA direct debit report.

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over a year ago

1st Step: Subscribe a member on credit.

In Products > Contracts > Click on the icon shown below:

Search for the member you would like to subscribe:

  • Choose the billing date

  • Enter the IBAN in the box labeled Note'

  • Select the payment method 'Credit account'

  • Click on 'Bill'.

2nd Step: Create a report on the subscriptions.

  • Go to the tab Reports

  • Click on the bubble 'Subscription'

  • 'I create my first report' or the '+' sign located at the bottom right-hand corner.

  • Fill in the name and the description

  • Click on 'Subscription'

  • Choose the columns of data you want to have to appear in the report, without forgetting to select the data column 'Note'

  • Save.

Choose the date range > Click on Generate > Click on Export.

You will now have a file in CSV format that you can open with Excel.

“For more information regarding other tabs of reports,
go to the Reporting
https://intercom.help/bsport-helpcenter/en/collections/2348679-marketing-tool
of the Help Center.”

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