A charity client wishes to use Go Cardless to either a)collect regular d/d monthly or b) invoice payee then collect d/d. What info/data is put onto QBO for a) and b)?

Hello Peter26

Going back to your original post then for both options they would need to turn on the option for Go Cardless in QB(if they do not have already they will have to create a Go Cardless account)Then go to customers>action>send mandate>which you can download and send to customer>when they send back the mandate the payment option will change to active and you can create invoices and use Go  Cardless as the payment option

There will be a section in the cog>lists>direct debit mandates>and they will show when active or you will see as you have the option in an invoice

If your client wants to collect regular dd monthly using direct,it would be a case of setting up a recurring transaction in the QB in the cog in the top right>recurring transactions>new>invoice>ok>fill in the invoice >in payment options select Go Cardless.>once filled in template save and close.This will then create an invoice every month automatically and request payment through Go Cardless.

If you want to invoice the client and then they pay direct debit once invoiced you can create invoice as a singular transaction and select the payment option Go Cardless  the direct debit process is initiated on the due date on the invoice and on that day the customer gets an email advising them of the charge

I have included a link to an overview of Go Cardless here

Feel free if you have any more questions to reply back here. The 2 options you mentioned boil down to one is a recurring invoice set up which will run monthly and the other you would have to set up as and when  you want to invoice customer put would only start dd process on due date.

Thanks

Emma