After downloading the SEPA file, Linda and Mary wondered how to identify the payments concerned and how to track them.
Here is the behavior for each payment included in a SEPA file:
Payment is unchecked "pending" and the invoice is considered to have been settled
Payment status on Payment changes to "Cashed".
The "sofactoapp__SEPA_File__c" field is automatically populated with the ID of the generated file.
This information can be used to prepare a Salesforce report or a list view to monitor Direct Debit payments.
In the next article, we'll look at how to manage chargebacks.