Page Comparison

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• • Click on: Attempt to match rows - for HostBill to look for potential transactions in imported statement rows.
    When matched HostBill will not create transactions automatically but will ask you to confirm it.
  • If HostBill was unable to find related unpaid invoices, you can still point it manually, by selecting row and clicking on Attempt Match.
  • Select matched rows from list, and click on Process - this will create transactions in HostBill database/mark invoices as paid.

Adding client bank information to invoice PDF/template

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When module SEPA Direct Debit Gateway is used as payment gateway to invoice, and related customer is registered as a "Debtor" in Sepa, you can access his mandate details in invoice document template using:

• {$debtor.client_id} - Stores related client id
• {$debtor.iban} - Client's IBAN
• {$debtor.bic} - Client's BIC
• {$debtor.iban_masked}  - Client's IBAN, masked with "*" to reveal just first two and last two digits
• {$debtor.bic_masked} - Client's BIC, masked with "*" to reveal just first two and last two digits
• {$debtor.bank_name} - Client's Bank Name
• {$debtor.bank_account_name} - Client's Bank Account Name
• {$debtor.mandate_id} - Client's Mandate ID
• {$debtor.mandate_date} - Client's Mandate Date
• {$debtor.mandate_status} - Client's Mandate status (one of: 'NotAgreed','Pending Review','Active','Expired' )
• {$debtor.mandate_type} - Client's Mandate type (one of: 'Recurring','OneTime' )