How to set recurring invoice to collect direct debits 1st of the month

Hi @Manoj_Patel1

It’s not possible to do this at the moment I’m afraid. As you’ve mentioned yourself, the direct debit can only be set x days after the invoice has been created.

The only thing I can suggest at the moment is to set recurring invoices to create on a fixed date (for example, 20th of each month) and manually set the direct debit up to be collected on the 1st of the following month, like this:

  1. Once the invoices have been generated, tick the ones you wish to request the Direct Debit for, and click ‘More Options’ >> ‘Collect by Direct Debit’

  2. Enter the date you wish to collect the direct debit, and whether you want to batch payments into one collection (e.g. if Client A has 2 invoices, this could come in as 1 payment. This works out better in situations where the fees work out cheaper to collect it in one go):

  3. Click ‘Collect’, and QuickFile will send this to GoCardless for you