Solved

Batch action get paid by direct debit

Forum|Forum|3 years ago
November 23, 2022
4 replies
0 views

What has happened to the Batch Action Get Paid by Direct Debit?
I need this facility as I import hundreds of invoices at a time.

QuickBooks Online

Best answer by steve43

Hi,

Yes, when this came back it was greyed out no matter what was selected. I have just checked and it is or appears to be working again. No idea, why other than this is slowly fixing.

Possibly worth raising a support case with QB to ask?

Regards

Hi everyone

I recently had another conversation with customer support about this issue.

He was actually very helpful in trying to see what the issue was.

Nizmo had mentioned about refreshing the page to get it to work.

I mentioned this to the agent and we seemed to get it to work but only for a few invoices.

I had to wait until today when I imported the new invoices to conifm if this would work.

It Didn't !!

So an update this morning whilst importing the invoices as usual.

I seem to have found a way that it does work !!

After importing your invoices, go to "Get paid and Pay"

Go to "Invoices"

Confirm that the "Date" range is "This Month"

Under Status change this to "UNPAID" ( this is the important bit )

Click the top box to highlight all the invoices

Click on "Batch Actions" and you should find "Get Paid by Direct Debit" will be available.

This worked for me this today and has saved me 2 hours of going through invoices.

I usually leave the status to "All", but it doesn't like it if there are any invoices already shown as "Deposited "

If you simply untick the deposited invoices, this causes another issue, by only showing the first 100 invoices and then option to click on "next" to show invoices 101-200 etc is greyed out !!

I really hope this works for you all as well.

Good Luck

G

GeorgiaC

Hi accounts403, thanks for your post - we're aware that some customers are currently not seeing the batch action option for direct debit payments, and we're tracking this on the following investigation: INV-73280 Direct Debit UK - To send invoices and have them batched paid in QuickBooks but the option of “Get paid by Direct debit” missing under the batch button. So that we can add you to this and keep you notified on all updates, please begin a chat here. 👩‍💻

A

accounts403Author

Hi Georgia

Thank you for your reply, unfortunately when I clicked on the link to the chat which you gave me it took me to someone who only deals with payroll queries.

I do need to be kept up to date with what is happening please as I import around 1000 invoices a month and need to have use of the batch action 'get paid by direct debit' feature or I will not have time to go into each and every one of those invoices and trigger the direct debit.

Thanks again

Mhairi

G

GeorgiaC

Thanks Mhairi, that's no problem, I've managed to link you to this investigation via the email associated with your Community profile - please await further updates to this address. 🙂

N

Nizmo

This problem is causing us a-lot of extra work to get direct debits initiated for invoices. Why they would remove this option is beyond me. Worst of all when you call up they dont understand, takes ages to explain what feature is missing.

S

steve43

Has anyone had any further updates as to when this is going to get sorted ?

This has now been 3 months since being reported and no suggestion that it is going to be fixed.

Using this feature the procedure took only minutes to set up. Since this has been removed, we now have to go through each invoices to find out if they have a DD mandate and set it manually to collect by DD. We have hundreds of invoices and the process now takes hours instead of minutes. I called in to your support today because I had not had an update since January, this was reported by me back on 7th December 2022.

Today I was told that the feature had been removed by your engineers but no reason why it was removed or what the alternative is. I need this feature, or an alternative feature to be reinstated as we don't really have the time to manually go through all the invoices. This needs to be resolved or I will have to leave Quickbooks and go to another accounts package.

N

Nizmo

Hi Steve I am in the same boat, when they removed it and I challenged them they initially down right denied having the feature. It was like the agent had never seen the feature. I also raised the ticket and was told that is being looked at with no ETA. Such incompetence from intuit. We have to spend hours now scheduling DD.

S

steve43

With regard to the issue of the "get paid by direct debit" feature in batch actions being removed, It seems that it is the "all Sales" option that has been removed.

If I remember correctly the direct debit option was always in the "All Sales" option and was never in the "Invoices" option.

Therefore can we either:
Have the "All Sales" option again or
Have the direct debit option added to "Invoices"
This situation has been going on for over 3 months and NEEDS to get fixed.

We are also spending hours that we don't have manually going through each invoice and setting it to get paid by direct debit

M

Mich_S

I can't think of multiple reasons why the "Get paid by direct debit" field is greyed out in QuickBooks Online, @ambarty77. Let me share it with you.

Permission restrictions most likely cause the problem. Make sure to log in with a Master or Primary Administrator access and check whether you can click on the desired field.

If you encounter the same issue, your browser is likely behaving strangely. Let's use some simple troubleshooting techniques to rule this out. Start by signing in to your QBO account using an incognito page. Here are the shortcut keys to open it:e

For Firefox or Microsoft Edge, press Ctrl + Shift + P.
For Chrome, press Ctrl + Shift + N.
For Safari, hold down Command + Shift + N.

If this works, you'll have to clear your regular browser cache. This prevents unusual browser behavior moving forward.

If the issue persists, use another supported browser. Otherwise, contact our Customer Support team. This allows them to investigate and assist you further.

Please let us know if this goes so we can guide you with payments or QuickBooks. Stay safe.

S

steve43

Mich_S

I am logging in with the same and only login that I used when this feature worked ( back in November )

I have now tried logging in with Chrome, Firefox, Edge, Chrome Incognito, Firefox Incognito and Edge Incognito.

I have tried this on my PC and my laptop I even tried this on my mobile, both web and App.

I couldn't even find an option on the mobile for the Batch Actions !

The Get Paid by Direct Debit option is still greyed out

This is definitely an issue with your site.

You mention if we still have an issue to contact customer support.

Every time I have contacted them since December 2022, I get the same answer.

"We are very sorry you are having this issue, but it is a known issue and will get looked at."

Well here we are now in April, 5 Months later ( including December ) and its still not working.

What department to you work in Quickbooks ?

Can I suggest YOU send your customer support these messages and get them to fix the problem !!

Nizmo

I have tried the refresh option you suggest on all of the options above, but this does not work for me.

A

Ashleigh1

Hello Steve43, thanks for sharing this information with us, so having had a look into this I have found out that it is a missing feature that is being worked on still and it is to be released in a future update. We do not have or been given a timescale for when it will be released though but it will be sometime in the future.

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded