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Kathy1402
April 9, 2024
Question

GoCardless Invoices matched incorrectly

  • April 9, 2024
  • 1 reply
  • 0 views

Hi

 

I'm new to quickbooks and need some help please.

 

We have our QBO set up with GoCardless attached. We had a group of invoices that were being paid via GoCardless but we updated a couple of them after they were initially sent out and resent them (big mistake, lesson learnt), but Gocardless still took the original amounts and have matched them against the updated invoices. So the invoices are marked as paid, but did not take into account the differences in amounts on a couple of the invoices.  Now the Tide payment has come in and can't be matched to the deposit as the amounts don't match.

 

So how do I rectify the issue?
Do I delete the GoCardless deposit then restore the invoices to the original amounts and then use the tide deposit to match and pay the invoices? I will need to have one invoice recognise the overpayment as a credit?  to a client and have another invoice recognise the underpayment some how too.

 

I hope that makes sense 

Thank you in advance 

Kathy 

 

1 reply

G
GeorgiaC
April 11, 2024

Hello and welcome the Community, Kathy

 

We're sorry for the delay in getting back to your post. 

 

Generally, overpayments can be recorded by entering the full amount paid by the customer against the invoice. To do this, open the invoice and select receive payment, then enter the amount in the amount received field. 

 

Once saved, this will create an unapplied credit payment on their account of the overpayment amount, which can be applied to a future invoice as full or partial payment. 

 

Since the GoCardless integration automates this process, I'd recommend reaching out to our support team directly for assistance in correcting the payments. They'll have access to set up a remote screenshare using our SmartLook service. You can contact the team by chat or by calling 0808 234 5337 (Mon - Fri, 8 AM - 7 PM, free from UK mobile & landlines). Thank you 🙂

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