With now a more frequent customer sign up, I have started to use a payment link on gocardless.
So in the past, I would have:
- Create client in quickfile
- click ‘direct debit’ link
- send them the link via email
- then once that’s done, I created a one-off setup fee of £45, charged via gocardless.
However, due to the amount of new customers, I went to gocardless and created a payment link. This is much easier because on the website, customers simply click ‘sign up’ and they are sent to gocardless as a new customer.
Then I get an email from gocardless notifying a customer has just paid £45. Huge time saver.
However, I’m now having a bit of difficulty trying to keep track of new customers that need to go in to quickfile from gocardless from these sign ups.
Is there a way where quickfile can pick up these new customers somehow?
Is there a better method?
Can someone help me. Thanks