Modify client details globally

[comgw]

Is it possible to modify client details globally?

Specifically, we have enabled GoCardless for direct debit payments but it automatically puts a link on the invoice to allow the customer to pay the invoice through GoCardless. The number of refunds we’ve had to do is getting annoying - even though it states on the invoice that payment will be collected via DD they still pay it themselves, doh!!

You can disable this by ticking the box on the client details form, but it would be really handy to have two features:

1. A template for new clients where we can preset all these various options.
2. Some way of globally changing all (or even better a selection of) clients options, so we don’t have to go through every single client and manually tick this option.

Thanks
Chris

[QFSteve]

Hello @comgw

This can be done by adding a custom script

• Go into into the Account Settings > Design Customisation > Advanced CSS & HTML Customisation screen.

• Select the custom scripts section

• Paste in the below script

• Save the file and click Activate

$(function() {

  //Uncheck Gocardless by Default

  $(".page-clients-modify #chkpspRestrict_D").prop("checked",false);

});

[comgw]

Thanks, I will try that.

Is this documented anywhere?

[QFSteve]

Hello @comgw

No specifically this customisation as there are too many to document.

The above is the exact script you will need.