hi, I’m sorry but i cant get my head round the dynamic variable setup in quickfile, and i definitely cant get my head round you custom setup on gocardless, i need desperate help.
regards
David Hutton
You can test the recurring invoice dynamic variables here:
http://www.quickfile.co.uk/resources/recVarSandbox.aspx
What is it specifically you are struggling with?
Also what problems are you having with GoCardless? We have a general guide on how GoCardless works here.
well I don’t understand the system,
created an invoice as r00001 but doesn’t show up on clients account page, also not clear which symbols I’m using , I need to set it up to pay a deposit in seven days, then a further payment in july for a caravan booking, plus a payment in august for passes etc, also I am a bit confused and its frustrating my clients as well
R000001 is a recurring template, not an actual invoice. It’s telling QuickFile to create an invoice once every x number of weeks/months etc. When you preview this template it will indicate when the next invoice will be created, only after this happens will it show in your client account.
Recurring invoices are explained in more detail here
To automatically debit your client’s bank account you first need GoCardless integrated and a pre-authorisation. Once you have this you can link it to your recurring invoice by selecting the “Auto-bill” option in the recurring invoice edit screen.
I would definitely recommend you take the time to read through the guides and I would be more than happy to help you with any specifics.
if you can access this and then tell me if its wrong, or how to correctly set it up
Recurring Invoice: #R000006
well I’ve just checked with the client and its asking for the full payment when she tries to pay,
so I’m lost and wont use it unless you can sort it out
Here’s what I see for invoice #R000006:
It was started today and if you look below the invoice preview where the event log is it has already created a single invoice #000006 for £377. This should now be visible in the client’s account.
What is there to sort out? The system is running exactly as expected.
so why is it asking for £377 when all I want to collect is £50
Because £377 is the amount on your recurring invoice. If you want to collect a one-off deposit of £50, just raise a single invoice for that amount. You don’t need to use a recurring invoice at all.
what is is it doesnet work for what want it for date related payments , i’ll just use three separate single payment invoices I suppose.
Recurring invoices are best suited for subscription type services where a client needs to pay x amount for maybe 12 consecutive months.
Given what you’re trying to do, 3 single invoices would probably work much better for you.
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