Offering Direct Debit option on Invoice

[Echohead]

Hi

Apologies if this has been asked before.

Is it possible to offer a client the chance to complete a generic GoCardless Direct Debit mandate as an alternative method of payment on an invoice ?

If so can this be set up to appear on every invoice under invoice customisation ?

What I’m suggesting is that rather than making payment my client complete a Direct Debit mandate. I can then collect the amount outstanding and have the DD in place for all future invoices.

This way I have moved my client to Direct Debit as the next invoice falls due rather than have to contact them separately to set up the mandate.

Is this possible ?

Many thanks

Andy

[QFMathew]

Hello @Echohead

Is your QuickFile account connected to your GoCardless account at the moment? Simply linking the two (Account Settings >> Manage Payment Options) will by default give your clients an option to “Pay Online” when they view the invoice by following the link in the emails you send from QuickFile.

The Pay Online pay will list any supported payment methods that are available, such as GoCardless, Stripe and WorldPay, but you can disable each of these options on a client-by-client basis if you wish.

If they opt to pay by GoCardless, they will need to create the mandate there and that will automatically be linked to their account ready for future use too.

The best thing to do, is set up the link with GoCardless, then view a client with an email address and click on the Impersonate Client button:

This will allow you to see exactly what your client would see.

I hope this helps?

[Echohead]

Hi

Thanks for the reply but that’s not quite what I was asking.

I appreciate I can send clients my invoice via your system as you outline but I don’t do that. I upload my invoice to a secure portal with my practice management software and I was wondering if this uploaded pdf invoice can contain a link to a generic GoCardless mandate ?

Thanks

Andy

[QFMathew]

Apologies for misunderstanding.

There isn’t a generic link for this, but there are two potential options here:

1. A link on the PDF invoice
You can include a link on the PDF itself which would allow your clients to log in - you would however need to supply them with a password.

If this is of interest, you can add a contact, along with their email address and password by viewing the client and adding a contact (more on that here). Then to show the link, go to Account Settings >> Invoice Customisation and enable the link on the invoice:

This will take your client through the steps I outlined above and reveal the “Pay Online” option.

2. Create a GoCardless PayLink
This isn’t a QuickFile feature, but one built straight into GoCardless. A PayLink however would be for a fixed amount.

There’s more about these on their website:

Creating a paylink

You would however need to manually apply the mandate reference to the correct client on QuickFile.

[Echohead]

Thanks Matthew…Your support is second to none.

Much appreciated !!

Andy