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C
CwrwFi
November 17, 2022
Question

How do I stop go cardless from initiating the direct debit BEFORE the invoice is sent. It keeps taking the wrong amount from customers because we amend before sending

  • November 17, 2022
  • 1 reply
  • 0 views
If it is a clean delivery, no problem, but sometimes something gets damaged or left on the van and we amend the invoice before sending.  It looks like Go cardless is initiating the direct debit cycle as soon as you create an invoice - leaving no scope for additions of corrections?  I now have a dashboard full of transations with no matches....

1 reply

A
Ashleigh1
November 17, 2022

Hello CwrwFi, 

 

Welcome to the Community page, 

 

If the direct debit is being initiated after you create the invoice, it could be because of the due date on the invoice. If you have a look at this help article and look at the one that says what happens if I raise an invoice which is due on the receipt and I set the payment method to gocardless? 

 

 

 

 

C
CwrwFiAuthor
November 18, 2022

the trouble is, we dont know when the direct debit is being initiated.... typically we build an invoice as we are picking, then (before we started using the direct debit integration) would send the invoices as a final copy when we knew there were no errors,returns or late additions by the customer.  If we knew the moment the invoice is treated as 'final' by the integration, we could mitigate.  Then there is a supplementary question that i have been unable to find an answer to -  how are credit notes dealt with in this system (because that could be one of the mitigations)  many thanks in advance, Fi

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GeorgiaC
November 18, 2022

Thanks CwrwFi, do you have recurring invoices scheduled for these in QuickBooks? The process starts 10 days before the invoice due date, with the due date being the date that payment is collected. Credit notes don't integrate with the QuickBooks GoCardless feature, these would need to be raised and applied manually on the customers account. 

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