Cancelling a GC Invoice

Support
1

I apologise for raising this again…
If we cancel a GoCardless invoice ie #004531 and QF returns a msg
Direct Debit status updated to CANCELLED [GoCardless ID: ???
As there is no money changing hands because it has not been collected from the client what do we do to either credit the account or balance the GC merchant bank account or does QF do that for us?

2

If you cancel a DD before it was collected, then no adjustment is needed. QuickFile only lodges the payment to the GoCardless merchant account when it is flagged as withdrawn. If it had reached that stage you wouldn’t have had an option to cancel it.

3

It still leaves the invoice as sent - do we have to credit the invoice so that the invoice does not become overdue ?

4

OK I should have elaborated, if the invoice is completely cancelled too, i.e. you’re not planning on taking payment later or via another method you can either delete the invoice or credit note it in full.

5

Thanks…
In this particular case the client does not want to continue with the recurring GC subscription therefore a credit note is the answer

6

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