This activity is used to select the options required to create the direct debiting proposal.
If you want the proposal to include any invoice installments for which no payment method specified, enable the Installments with No Payment Method Specified option. Then select either For Customers Having Specified Payment Method as Default option or For Customers Having Specified Payment Method as Possible option to specify whether those invoice installments should belong to customers who have the payment method entered for the proposal as their default payment method or as a possible payment method in the Customer/Payment tab.
If invoice installments having payment methods specified equal to the default payment method of the customer are to be be included in the proposal then enable Only Installments Specified with Default Payment Method option. If this option is not enabled, all installments specified with a payment method for the customer(s) will be included in the proposal.
This activity has no prerequisites.
This activity has no system effects.