Linking Quickfile and GoCardless

[Tanya_McDermott]

Hi,

I have set up for our monthly invoices to be reoccuring and the customers have signed up for DD with Go Cardless via Quickfile. Do I then set up on Go Cardless the monthly plan or does Quickfile take the monthly amount, as I do not want to take duplicates.

Thanks for your help.

[rhc]

Hi,
If you have setup your gocardless account and link with quickfile, actually you do everything in quickfile

Have a look here

Setting up Direct Debits

Introduction QuickFile have partnered up with GoCardless, to provide a robust, fully featured Direct Debit management system for collecting one-off and recurring payments from your clients. The advantages of using GoCardless alongside QuickFile are as follows: No setup fees. Open a GoCardless account and start raising bills in a few minutes. Only pay for the transactions you process. 1% + 20p, capped to a maximum of £4. Setup a recurring payment plan and collect funds automatically. Collect…

Setting up a recurring invoice

Introduction Occasionally you may need to invoice your clients on a recurring basis, for example to cover an ongoing subscription or licence fee. QuickFile provides the ability to set up an invoice template that is used to schedule further invoices to be send to your clients on a fixed weekly, monthly, or yearly interval. Once set up, recurring invoices are send automatically from your account without you having to do anything further. Creating a new recurring invoice profile All future invo…

[Tanya_McDermott]

Hi RHC,

Thank you for the details. I have set everything up in Quickfile, so the DD is set up in Quickfile, but when I log onto Go Cardless it shows the client as set up but there is no plan or schedule.
Do I need to set up a plan in Go Cardless or do Quickfile deal with this.
Also will the DD come out automatically each month as it is a reoccuring invoice once a month.
Thanks for your help.

[QFMathew]

Hi @Tanya_McDermott

QuickFile doesn’t set up the plans or customers within GoCardless, it’s just managed within QuickFile.

You can enable “autobill” within QuickFile too, which would automatically trigger the collection by direct debit when a new invoice is generated. There’s more info on this, here: Setting up Direct Debits