Change gocardless direct debit mandate to quickfile

[adnw]

i have some customers setup to be billed monthly through gocardless and i want to move these direct debits to quickfile to create a recurring invoice through quickfile.

ive setup the clients in quicfile.
if i click to send a direct debit request this will end up with two via gocardless.

they are already setup with monthly billing through gocardless.

ive spoken to go cardless and they can cancel the monthly subscription silently so the customer does not get an email.

what does quickfile need, or how can i add the direct debit mandate to the customers quickfile account without alerting them via email or requesting they fill the info again?

i have the mandate.id and customer.id from gocardless.

[QFBeth]

Hi @adnw,

As long as it’s with the same GoCardless account then you can copy and paste the details across into QuickFile to avoid having to set them up a second time. If you were to cancel them then you couldn’t set them up again without notifying

[adnw]

Ok thanks. What details do i need and where/how do i copy them over?

Once inputted, are they then setup via gocardless and i can bill them?

Will all this be seemless and the customer wont know?

[QFBeth]

If you go to the “Setup a direct debit” option on the client page on QuickFile, you can then use the “Import Mandate” option. All you’ll need is the mandate reference from the GC account, which usually starts with MD

This is done silently so no notification will be sent to the customer