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C
Cangaroos
March 16, 2021
Solved

Direct Debit Default

  • March 16, 2021
  • 1 reply
  • 0 views

I use Gocardless and want to set my default payment method to Direct Debit for all invoices

Best answer by Adrian_A

Hi EmmaM

 

Thanks for the reply.

 

No, unfortunately, they aren't recurring invoices, they vary each month depending on what service the customer has had.

 

Is there a workaround for what I need do you think?

 

Many thanks

 

 


 Hello there, DaviesA.

 

You'll have manually create the invoice and select direct deposit as your payment method. 

 

You can always check these references for more information:

 

 

I'll be around if ever you need assistance. Keep safe!

1 reply

C
CangaroosAuthor
March 17, 2021
This post has been deleted.

HI,

 

I have already tried this.  However, when I imported a sample dataset, the "use direct debit" was not selected on the invoice.

I saw in another help article that you can toggle on/off defaults for invoices.  This was in the invoice form.  However, the form I have does not have anywhere to select payment terms

 

Thanks in advance for your help

 

Cangaroos

P
payment after leaving
March 17, 2021

Hi Cangaroos If you have synced the GoCardless app, created the customer and imported the mandate into QuickBooks and or the mandate has been sent from QuickBooks and accepted then when you create an invoice relating to that customer then it will automatically default to the GoCardless Direct Debit option. Have you done the above?

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