Hi
As a fairly competent user of both GoCardless and Quickfile I thought I would try and be clever and now I am worried
Customers signup to a “Plan” (monthly recurring amount) through GoCardless as part of the sign up process for my business, I have done this to get the first payment from customers quicker and it removes asking them for DD details later
I have then attached their authorisation to their Quickfile account and set up the recurring monthly invoices to be collected on the GoCardless authorisation for them…hopefully that is clear
Will they be billed twice or have I done it right?
Thanks
Chris
If you have ticked this box on QuickFile, then it will bill twice.
If you’re generating an invoice on a regular basis to go with the plan, your best bet would be to cancel the plan through GoCardless and let QuickFile handle it. The only reason I say this, is QuickFile would automatically generate the invoice, collect the money and tag it for you, whereas Gocardless wouldn’t tag it.
If you want to keep the plan on GoCardless, just untick that box and they should only be billed once.
Hope that helps
That makes sense because there one payment it has collected didn’t tag, which was easily sorted out but wasn’t as slick as normal…if I cancel the plan will it remove their authorisation as well?
UPDATE*
Cancelling the plan didn’t cancel the authorisation so it is all sorted now, thanks for clearing that up for me anyway
Great forum as always
Quickfile Rules!
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