Customer has multiple "trading as"

[Howard]

A customer has a Limited Company but has 3 “trading as” businesses under the Ltd company. IE: 2 Hotels, 1 Restaurant and the Ltd itself.

For sometime I have used 4 customer accounts for these businesses but now the customer has kindly agreed a Direct Debit using Gocardless using the Ltd company bank account for them all.

How should I configure Quickfile to handle this?

[QFMathew]

Hi @Howard

You can use the same GoCardless reference against multiple clients.

You can grab the Mandate ID from the existing client from the direct debit dialog, or if it’s easier, from the GoCardless dashboard.

Then, on the client without the direct debit record, use the option to add an existing mandate.

Hope that helps!

[Howard]

Works a treat, thanks