We have a client that is now leaving us and their account is in credit by £6. They have been paying us by direct debit. How do we credit their account and make the balance at our end zero? so we can close the account.
Have you refunded that £6 back to them yet?
On the QuickFile side you would normally go to the client record, view all payments, find the payment with the unallocated £6, go in to view the payment and refund the balance.
Hi Glenn
Does that mean we login to the gocardless portal, credit the customer and then something appears in our quickfile account ?
You would credit them on GoCardless, but I believe it wouldn’t automatically appear in QuickFile - you would need to manually create the transaction.
As per the Go Cardless web site, generally, you wouldn’t refund via GoCardless anyway, it would be a cheque, or bank transfer.
https://help.gocardless.com/customer/portal/articles/1580207-how-do-i-send-a-customer-a-refund-
3 Likes