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Direct IT
July 10, 2023

Automatic Gocardless collection on invoice creation

  • July 10, 2023
  • 1 reply
  • 0 views

Hi,

I have GoCardless all set up ok, and the clients are in QB. What I REALLY want is when an invoice is created in QB, and that client has a valid DD mandate, is for the payment to get collected by GoCardless automatically.

When my system goes through its invoice run, I have to EDIT loads and loads of invoices and change the payment method for them to be collected via DD.

    1 reply

    A
    Ashleigh1
    July 12, 2023

    Hello Direct IT, thanks for posting on the Community page, Once you have set up the DD it should collect the payment automatically but it depends on your earliest charge date in GoCardless.

    D
    Direct ITAuthor
    July 12, 2023

    No. I definitely have to edit the invoices and change the payment setting on each invoice to collect DD. I've had gocardless since it first started. Up to about 8 months ago I was using Xero, which was automatic.

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