i already use gocardless outside of quickfile and i want to bring it all into quickfile.
ive added my gocardless account to quickfile.
This is my current setup outside quickfile:
i have customers pay me once per month, on the same date every month.
i have a mandate setup with gocardless.
i have them added to a ‘plan’ in gocardless and that automatically takes payment every month.
lets say for example that gocardless takes payment every month on the 22nd and i want this to be transfered into quicfile. how would i go about doing this?
Is this correct:
Add my customer to quickfile.
Move the existing mandate from gocardless to quickfile using the Mandate ID.
Create a recurring invoice in quickfile for 22nd every month (is this the right date?).
Choose to AutoBill with direct debit on the recurring invoice setup.
Set the Payable Within to be 0 days.
Set the Initiate request after 0 days.
Would that then create the invoice on the 22nd, email it to the customer on the 22nd, and debit them on the 22nd?
Would there be any extra delay in doing it this way over taking the payment on the 22nd in gocardless?
Could i somehow set the invoice to be raised a few days early and emailed to the customer, so as to act as a reminder a few days early so that the customer has enough money in their bank, but still take the payment on the 22nd?