SAP Knowledge Base Article - Public

3146550 - Payment Method is Not Displaying When Creating New Invoice Request

Symptom

You are creating a new Manual Invoice and the system is not displaying any Payment Method.

Environment

SAP Business Bydesign

Reproducing the Issue

  1. Go to the Customer Invoicing work center.
  2. Select the Invoice Requests view.
  3. Select New.
  4. Select Manual Invoice.
  5. Select Payment Method.
  6. The system does not display any value.

Cause

In order for a Payment Method to be displayed for the Sales Orders or Manual Invoice Requests in the system, it is required to scope a Payment Methods question which is found under the Business Configuration.

You have not scoped either of the following scoping questions: 
Do you accept customer payment using credit cards?
Do you want to use direct debit to receive payments from your customers? 

Resolution

This is the system expected behavior.

  1. Go to the Business Configuration work center.
  2. Go to Implementation Projects view.
  3. Show All Current Projects and click Go.
  4. Select the Implementation project.
  5. Select Edit Project Scope.
  6. Go to section 4-Questions by clicking on the Next button.
  7. Select and expand the Cash Flow Management.
  8. Select Payment and Liquidity Management.
  9. Select Payment Methods.
  10. Go to Group: Incoming Payments.

Depending on your requirements you can:

  • For Credit Cards select the question: "Do you accept customer payment using credit cards?"
    Once this is selected, the system will display the Credit Card option.
    Please Note: To enable the Credit Cards, you will need to contact SAP support by creating a new case. Please see the help center document: Customer Payments by Credit Card
  • For Direct Debit select the question: "Do you want to use direct debit to receive payments from your customers?"
    Once the scoping question was activated you can open the relevant account master data.
    Go to the Financial Data tab, add the Direct Debit in payment method and maintain the Bank Account or maintain the SEPA Mandate details.
    Once you follow these steps, you should be able to see Direct Debit in the drop-down list when creating new sales orders or new manual invoice requests.

See Also

2494505 - Payment Method not Displaying in the Sales Orders and Manual Invoice Requests
3105245 - Cannot Edit Payment Method for Customer Invoice

Keywords

Credit Cards, Customer Payment, Configuration Guide, Invoice, New, Manual , KBA , AP-CI-CI , Customer Invoice , How To

Product

SAP Business ByDesign all versions