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poppiesnorth
November 14, 2022
Question

When I raise an invoice in Quickbooks which needs to be collected by Direct Debit through Gocardless the instruction to collect payment isn't getting to Gocardless.

  • November 14, 2022
  • 1 reply
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1 reply

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Carneil_C
November 14, 2022

I've got your back, @poppiesnorth. I'm here to help you sort out this query with your invoices.

 

In this case, we can look at how you set up the direct debit mandates for your customers so that you can use GoCardless to collect payments from them.

 

To set up direct debit mandate for a customer, here's how:

 

  1. From the Sales & expenses, select Customers.
  2. Choose the customer you want to set up the mandate for, then click the arrow under Actions, and select Request Direct Debit.
  3. Preview the mandate request. You can edit the email if you need to.
  4. Click Send. Your customer will get an email requesting them to set up and approve the mandate, and they’ll need to provide their bank information.

 

From there, you'll be able to set up direct debit on your customers' bills once the mandate has been processed. Once your customer accepts the request, the bank may need 2 to 3 days to process the mandate. Here’s how you can check the status of each mandate request.

 

For further details about this process, please review this article: Set up direct debit mandates for customers (GoCardless) in QuickBooks Online.

 

Also, I've added these helpful resources if you have concerns about GoCardless in QBO:

 

 

I'll be here whenever you need more help with QBO-related concerns. Just add them to your reply, and I'll take care of them. Stay safe!

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poppiesnorthAuthor
November 15, 2022

Thank you for your reply.

 

Perhaps I should have been clearer.

 

The Direct Debit mandates are in place and I have been successfully collecting payments for years, up until the 4/11. From 7/11 when I raised a number invoices it showed they were scheduled for collection through GC, however the instruction to collect payment has never been received by GC and still hasn't. I have changed nothing from how I have previously done it. Has something changed in the background with QB?

 

GC say there isn't a problem at their end and the link is in place. I have tried their suggestion of amending the due dates but this has not worked either.

 

Is there a way to confirm the instruction has been sent from QB to GC?

 

Thanks

 

 

A
Ashleigh1
November 15, 2022

Hello Poppiesnorth, so the GC payment process has undergone some changed. The new process has already been documented on How long does a direct debit payment take? & What happens if I raise an invoice which is due on the receipt and I set the payment method to GoCardless? If you can have a look at the articles it has all the information in there for you.

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