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eddie-paterson
June 11, 2019
Solved

How do I stop QBO defaulting to direct debit when setting up an invoice?

  • June 11, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by GeorgiaC

Where exactly is that reply from you Georgia? and is the problem solved as it does not seem to be??

 

It looks like QB has deleted my previous thread on the subject...

https://quickbooks.intuit.com/learn-support/en-uk/transactions/re-how-do-i-stop-qbo-defaulting-to-direct-debit-when-setting-up/01/1098979

 

Be great if QB actually resolved the issue as it's causing problems for multiple users.

Can you confirm that your developers have been informed and actually understand what the issue is?


Hi eddie-paterson and benluke4, the original thread may now have been archived - we appreciate that it would be useful to have the option to set a preferred default payment method for customers who do not always pay by DD. Currently, any customer paying via GoCardless will automatically default to DD and would need to be manually edited on the invoice to make payment manually. We have passed feedback to our technicians however this is currently working as designed. 🙇‍♀️

1 reply

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RCV
June 11, 2019

Hi there, eddie-paterson.

 

You can manually remove the Use Direct Debit option as a payment method when creating an invoice. You can also remove the customer from Direct Debit (Go Cardless) if you don't want to schedule them for that payment method. However, it will have an impact on the mandate that is held with GoCardless.

 

For the steps and details, you can check out this article: Manage mandates within GoCardless.

 

If you need further assistance, feel free to reach out  to our Customer Support Team.

 

Here's how:

 

  1. Click Help on the top menu.
  2. Choose Contact us.
  3. Enter your concern in the What can we help you with? field.
  4. Click Let's talk.
  5. Choose Get a callback or Message an agent to reach out to them.

For more details about Direct Debit (GoCardless), you can refer to this article: GoCardless Welcome Guide.

 

Visit the Community if you need anything else with Direct Debit payments. I'm here to help.

T
Tim Jenkins
June 16, 2020

Hi,

 

I have this problem also and I feel this is something that should be possible, can this be made a feature of the software.

 

Thanks,

 

Tim

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EmmaM
June 16, 2020

Hi Tim, Thanks very much for contacting us at the Community.😊Can we just confirm is this on a customer you have set as a recurring template to be invoiced or when you manually go to create an invoice it is not giving you an option for them to not pay via GoCardless?-Thanks

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