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userstorage123reg
February 25, 2021
Question

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

  • February 25, 2021
  • 1 reply
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1 reply

A
Ashleigh1
February 25, 2021

Hello Userstorage123reg, 

 

Welcome to the Community page, 

 

So the transaction will be automatically created, if you have selected the option the email this then will be sent to the customer. However the customer will still have to pay unless you have set up a direct debits with go cardless. 

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userstorage123regAuthor
February 25, 2021

I have setup DD thru GoCardless so my question was:

1. Would invoices generate automatically from now on every month?

2. Would the customer will be charged automatically every month to pay the invoice? If so what about the service date and due date - is it going automatically to be amended yo make srnse for each invoice?

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EmmaM
February 25, 2021

Hello userstorage123reg, When you set up a recurring transaction(the cog>recurring transactions)and attach it to Go Cardless payment it will generate automatically every month until the end date(if you have entered one) in the recurring transactions. if you just create one invoice it will only take one payment If you set up in recurring transactions a template to create an invoice each month with direct debit  payment option ticked then  the customer will then be charged via Go Cardless automatically every month. They will get a reminder  and the due date on the invoice acts as a trigger for the Go Carrdless payment. A more in depth description of the process is available here if you look at the due date process in particular in that link.

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