Hi there,
I send out regular recurring invoices to about 30 customers per month, I have most of them set up on direct debit to make payments easier for myself, and them. However, I cannot work out how the credit feature works with this. I have set them to auto collect and for the initiate request to be 7 days. I assumed this would give me a 7 day period to adjust / credit any invoices that had gone out. However what I’m finding is that the D/D is still being created as soon as the invoice is, it’s just being collected after 2 weeks rather than 1?
Any pointers? Thanks - Sam.
Hi @aslenord
When you create a direct debit request, this is sent directly to GoCardless to initiate the request. This includes any details such as the total, collection date etc.
If it’s not an instant request (e.g. you specify a specific date rather than the earliest possible one), all that happens in this case is GoCardless puts a delay on requesting the funds. The request is still sent from QuickFile to GoCardless within a few minutes (if not straight away) after you issue the request.
If you did want to put a full delay on it to allow you to edit the invoice total before requesting the funds, I would recommend waiting a while before requesting the funds.
I hope this helps.
Thanks for the response,
So there’s no way of doing this then? I’m trying to take as much manual processing out of the equation as possible. At the minute overpayments are just sitting in the pre payments fund, is it possible to automatically pay invoices with available credit? Or can I assign automatically created invoices to be credited with the prepayments available?
Thanks - Sam.
Apologies - I think I misunderstood your query.
It’s not possible to use existing credit automatically. You can do it manually by using the Log Payment button when previewing the invoice, but there isn’t currently an automated way to do this.