Find recurring invoices without Direct Debit set

We had a situation recently where a customer had done their Direct Debit authorisation, and we had a recurring invoice for them, but the two weren’t connected, so their account got into arrears through no fault of their own.

Is there a way for us to see a report of all recurring invoices that aren’t being paid by Direct Debit?

Hi @iainhallam

There isn’t a report as such, but you can determine whether there’s a direct debit on a recurring invoice by the colour.

Like with actual invoices, there is a small border on the left hand side. If the border is present, there’s a direct debit. If it’s transparent, there’s no direct debit.

Do you have many recurring invoices?

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