Just a check on gocardless integration

Integrations
1

With a direct debit setup in quickfile from gocardless and using a reoccuring invoice, does the successful payment from gocardless then notify quickfile to mark the invoice as paid?

Thanks.

2

Hi @tom_44 ,

Indeed, once the payment is marked as collected on GoCardless, QuickFile automaticaally updates the relevant invoice to ā€˜paidā€™. I believe that once GoCardless transfers the funds then it will automatically be tagged within QuickFile for you. You can see the process here: http://help.quickfile.co.uk/main/1/setting_up_direct_debits_for_your_clients.htm?searchTxt=direct%20debit&criteria=#08

Hope this helps.

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3

@dagayveggi is correct, and yes itā€™s when GoCardless actually transfer you the funds the original invoice is tagged as PAID.

4

Hi thanks thatā€™s great, it answered my question and I did a test transaction and it did push it through gocardless fine, so Iā€™m just waiting for it to confirm now after the 5 working days or so.

Hereā€™s my main dilemma at the moment:

  1. In gocardless, i have 25 clients with one reoccuring invoice once a month. So basically 25 charges once a month.

  2. I quickly learnt how to create reoccuring invoices in quickfile and linked those invoices up with clients I created within the customers.

  3. I also quickly learnt how to match the ā€˜pre-authā€™ from gocardless into each of the 25 customers, with the green tick on each client.

  4. Because I was using gocardless before quickfile, gocardless is generating these reoccuring direct debits itself, but of course I would imagine that in order for quickfile to link up its own reoccuring invoices, with the gocardless, then I would presume I would need to cancel the gocardless future payments, and then set the ā€˜autobill with direct debitā€™ on each of the reoccuring invoices from quickfile.

Glenn / anyone who has this experience, can you just confirm this for me?

Thanks a lot.

5

I believe what you have said is correct.

From my experience, QuickFile will automatically make a request for money from the client based on the dates in the recurring invoice. So, if Go Cardless is automatically requesting funds, then it would duplicate it.

Iā€™d look at stopping GoCardless creating the requests, and leave it to QuickFile as this (in my opinion) would mean less work for you in the long run.

6

Yes this is correct. For the auto-bill option to appear on recurring invoices you first need a pre-authorisation with your client. There is a way to import any existing pre-auths you have through GoCardless into QuickFile, by copying across the pre-auth ID.

It may however be necessary to actually reissue a pre-authorisation request through QuickFile. Iā€™m not sure if this is still the case put pre-auths created on one application (in this case GoCardless) cannot always be imported to another application.

7

Well, my initial check up was to determine that they first communicate from a previous pre-auth. I did this by first copying the pre-auth from gocardless and pasting the code into the directdebit/gocardless in quickfile. I then requested a single payment for an invoice of Ā£10 from quickfile. I then refreshed gocardless payments screen and the charge for Ā£10 under the correct customer was created.

So with that check confirmed and working, I then cancelled all the generated reoccuring charges from gocardless and then checked the box on each reoccuring invoice on quickfile - the ā€œAuto Bill with Direct Debitā€. It looks all Ok for now but I will confirm what happens.

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8

OK that did work fine. So basically if you make a pre-auth on gocardless, and then you copy the code into QF, QF lets you use that pre-auth for any future transactions (including re-occuringā€¦). Thanks.

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9

Can I double check with this - if an authorisation is ported from GoCardless into QuickFile, will it still work with GoCardless alone, or is it restricted to QuickFile?
On a similar note, can you transfer an authorisation from QF to GoCardless?

10

Iā€™ve heard recently that some users have transferred pre-authorisations they created outside of QuickFile into QuickFile. I have checked routinely in the past with GC but Iā€™ve been told that this is not possible.

Iā€™ve just emailed them again for an update so will let you know when they respond.