We have a number of suppliers who take payment via direct debit. Is there a way to label/tag a supplier to show that their payments are taken via direct debit as this would help avoid staff accidentally paying invoices that are automatically collected via direct debit?
There isn’t a way of doing this with a supplier at present.
We’ll leave this request open though, so others can add their vote to support it.
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I face this issue as well and my current work around is to create loan account for each supplier with DD payment scheme, and then have recurring purchases that are paid from that account and then Tag the relevant bank transactions as a transfer to the loan account each month.
Ditto I have the same issue with a customer who pays by direct debit but still wants invoices sending for information purposes.
Hi @mickrich
Just to clarify, the above request relates to supplier invoices rather than client.
You can set up a recurring invoice to be emailed and trigger the DD. This actually uses a different email template to normal invoices being sent so that can be customised too, and on a client-by-client basis. Please feel free to start a new thread if you need any help with this - we’re here to help!