Hi, I have a client who has paid twice for two separate invoices. Once by direct debit using GoCardless, the other payment because she didn’t cancel the standing order which was in place before the direct debit was setup. I have credited the two extra payments to her account. However, I am wondering when the next recurring invoice goes out automatically, will the payment be taken from her balance in credit, or will it take it via the direct debit?
Any advice on this situation would be really helpful, Thanks in advance.
Hello @graffiq
I am wondering when the next recurring invoice goes out automatically, will the payment be taken from her balance in credit, or will it take it via the direct debit?
As there Direct Debit set up, it will take it via the Direct Debit.
… so you may want to un-tick the “auto bill with direct debit” option on that particular recurring profile, wait for the next invoice to be generated, then manually “apply from credit” to use up the balance, then collect the remainder by DD. Once you’ve used up the credit you can turn the “auto bill” option back on for future invoices.
Thanks for your response, I have followed this advice.
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