Does anyone know how to send out a gocardless direct debit request from the app when sending an invoice to a new client, as the request direct debit from desktop?

Hello, Dizzy9565.

It is the case that the direct debit request can only be done through the browser version of QuickBooks.

I have the steps on how you can send out a Direct Debit (Go Cardless).

First, you will need to set up a mandate with the customer, so you can schedule a Direct Debit payment. However, if your customer already has a mandate set up in GoCardless, then you can import it into QuickBooks. Please see this guide: Import mandates for GoCardless.

In addition, you can set up a new mandate for a customer from QuickBooks. Please take note that the customer must have an active email in QuickBooks. 

Here's how you can set up a new mandate for a customer: 

1. Go to Sales > Customers.
2. To set up a mandate for one customer, find the customer you want to set up the mandate for, then from the Action drop-down, select Request Direct Debit. Note: To set up mandates for more than one customer, select the checkbox next to the customer names, then select Batch actions and select Set up Direct Debit.
3. Preview the mandate request form that will be sent to your customer, and edit the email message if you wish to do so.
4. Select Send. Your customer gets an email requesting them to set up and approve the mandate. They also need to fill in their details and bank information. After your customer has approved the mandate request, there is a 2-3 day processing time by the bank. After the mandate is processed, you're able to schedule Direct Debit on their invoices. You can check the status of your mandate request from the Direct Debit Mandates page. Now you can schedule your payments. See Direct Debit FAQ's if at any time you need to check the status of your mandates see Manage mandates within GoCardless.

For reference, please check out this link: Set up customer with Direct Debit (Go Cardless). To view the frequently asked questions about this option, feel free to read this guide: Learn more about GoCardless direct debit for QuickBooks.

Please stay in touch with us if there's anything else you need with your QuickBooks account. The Community is always available to help you out. Take care and stay safe.