I have started testing GoCardless (great feature) and I will be moving customers away from Standing Orders asap.
Please note: Quick File will automatically add deposits to your GoCardless merchant account. These deposits will be automatically tagged. Please check for any duplicates and avoid adding any payments manually where possible.
I have two Tagged entries in the GC Holding account. The first is correctly Tagged to invoice 1025.
The second is Tagged with payment made by “” but not allocated to an invoice (1027).
I would have expected the status of this transaction to have been Tag Me! if it not allocated to an invoice. Would this mean I have to manually check every Tagged entry and change the Tagged details if required?
I could Log a payment against 1027 and I see I have a new option of ‘Apply from credit’, but I am concerned I might be duplicating and this is becoming a bit confusing.
If I make a payment & use the ‘Apply from credit’ option will this update the Tagged information with the correct invoice?
For me the Tag Status is crucial and I would rather not have a transaction that is not allocated to an invoice marked as Tagged, but there may be a perfectly good explanation as to why QF works this way for GC transactions.