Hi
Did anything ever happen with this?
Its becoming a pain having to open each individual invoice just to check whether I have a Direct Debit collection pending. A quick visual glance at the “outstanding Invoices” page would be great. I would prefer to have this “ability” than the “View/Edit” column, or “Make a copy” in the “Options” column.
Also, what happens if I accidentally try to collect a Direct Debit twice and don’t notice the error? i.e. Day one I click to collect the Direct Debit, then the following day I forget that I have done so (it’s an age thing!) and click to collect a second time. I’ve never tried this as a test, so am unsure what would happen.
Many thanks
Neil
Hi @nasuk
A new Direct Debit report was introduced that lists every DD outstanding, and what it’s being allocated against.
You can find it under Reports > All Reports > Direct Debit Report
Hope that helps!
It does help! Many thanks. Definitely makes DD management easier.
What about accidental duplicate DD collection? Does the system warn me that I made an error in some way?
Would the DD be applied for twice?
Cheers
No problem 
If you have requested a DD collection against an invoice, then the option to request another one will disappear, and you’ll also see a message at the top of the invoice itself:
For example:
Hi
Again many thanks for the very quick reply.
I can see what you mean on the individual invoice screen, that I am informed of the DD request and that the option to collect the DD isn’t available, however, on the “outstanding invoices” screen if I select all of the invoices and click “More Options” > “Collect by Direct Debit” I still have the opportunity to duplicate a DD collection. In the screen shot below I have already initiated the collection for invoices #320078 and #320079, however it looks like I would be able to duplicate that collection if I continued.
Hope this makes sense…
Regards
Neil
to add… this is were the indicator of whether or not a DD collection has been initiated would be useful. I would simply uncheck (or not select) the invoice
Hi @nasuk
Bear with me, I’ll refer this to a colleague and see if they can take a look at this. I will however separate your posts into a new topic to keep the bug log separate.
Great thanks…
We’ve just added some extra validation here. It should be ready by the next release (later today).
Absolutely fantastic support!!! Hats off to you all!
2 Likes
Should be working now if you want to check. Any invoices with active Direct Debits will be greyed out.