Auto bill client with direct debit

[webscreations]

I did do some research on this on the help section of the website, which states there should be a checkbox when editing a recurring invoice to “auto bill with direct debit” I dont seem to have this option, unless things have changed. http://help.quickfile.co.uk/main/1/setting_up_direct_debits_for_your_clients.htm

I really just want to know if quickfile just sends out the recurring invoice when its due and then the customer pays through the client area or it automatically takes funds from there account?

Thanks for helping.

[Parker1090]

If you have a direct debit agreement set up with the client, the checkbox will appear to automatically collect the money. Otherwise, there is currently no other way to automate the payment.

You would however, get the standard “pay online” tools that you’ve enabled - Stripe, Go Cardless, Bitpay etc

[PeterK]

This check-box will appear if you set up GoCardless and get the pre-authorisation

[webscreations]

Lets say I wanted to get authorization from the customer to bill them automatic. Would I do this from GoCardless, and how would that intgergate with the other invoices in quickfile, as go cardless would send an email itself asking for payment to the customer

[Parker1090]

If you go to the client on QuickFile, there’s a button to request a direct debit - use that button, and it will link it up with QuickFile for you. You can then go into the recurring invoice and tick a auto-bill button

[PeterK]

hi @webscreations, as per @Parker1090 instruction (I’ll add some visual aid here) select the chosen client, you can do it from Client Management view:

In Client Overview click on Setup a Direct Debit for this Client:

Next, you just send the request (you can get QuickFile to send it for you or extract the link and email it yourself)

[webscreations]

Ahh! Its that simple. Thanks so much!