Linking Quickfile to Go Cardless

Support
1

I have sent out 2 invoices to clients. I think sent the DD link from Go Cardless which both clients completed and sent back.

Payment date has been and gone and no funds received.

I have rung Go Cardless who say everything is set up ok their end but Quickfile has not sent a request of funds to Go Cardless - how do I do this please?

Thanks

2

Hi @prested

Are you able to provide me with your account number please and I’ll take a look for you?

[Edit]
I’ve located your account and can see the two invoices in question. However, I can’t see a payment being requested against the clients or the invoices, only a pre-authorisation has been set up.

Have you requested the funds, or just sent the authorisation link to your clients?

3

Just to clarify, you sent the invoice from QuickFile, but sent the DD authorisation from GoCardless directly?

4

Thanks for your help.

I have sent and authorisation link to the clients and their invoice - how do I request the funds please?

5

Yes that’s right - I am unsure how to send a request for payments though?
Thanks

6

Take a look here.

Specifically the sections:

  • Taking generic payments using a pre-authorised direct debit
  • Manually collect payment on an outstanding invoice using a pre-authorisation