DirectDebit with a prepayment balance

[jpitsolutions]

Hi

i collect invoices by Direct Debit, but i have a client with a prepayment amount on their account from before DD was enabled

can i just collect the DD minus the Prepayment?

thanks

[QFMathew]

Hello @jpitsolutions

If it’s a standard invoice you will be prompted for the value and the collection date when requesting the direct debit so it can be adjusted before submitting it.

If it’s automatic (e.g. a new invoice generated from a recurring template), then we will automatically request the full balance of the invoice.

[jpitsolutions]

hi, should have said

These are recurring invoices, so based on your reply i cant do this
how would you suggest that i work this?
remove the recurring invoice, run it manually and then re-create the recurring invoice?

[QFMathew]

That would work. Although you could also edit the invoice and remove the auto-bill option, let it create the invoice and then sort it out manually (pay using the prepayment and then collect the balance by direct debit).