Once the add-on has been installed:
- Import or setup the required template(s) (both import and export templates).
- Setup SAP Business One payment methods (under Administration > Setup > Banking > Payment Methods).
- Link the payment method to the relevant template by entering the Template ID into the user-defined field (UDF) on the payment method screen.
Please note that the same export template can be attached to multiple payment methods.
Also we recommend having the Check Bank Details option selected (in the Payment Method screen) as it will ensure that all the bank details are correctly entered against the Business Partners assigned to this payment method.