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Experienced Member

I have imported my mandates from GoCardless and have sync my GoCardless account with QB. However my clients show "Approved by customer and currently processing" Why?

 
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Best answer 07-19-2019

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QuickBooks Team

Re: I have imported my mandates from GoCardless and have sync my GoCardless account with QB. Howe...

Hello JRCrawford

 

Thanks for your reply,If step 2 cannot be done because you already have a mandate for that customer and have imported it in from Go Cardless.

 

You can check on the customer invoice if it is toggled on to pay using Go Cardless by clicking into the invoice and checking that it says it will use the Go Cardless for payment(under payment options)t as long as when you  click on the cog>all lists>direct debit mandates  it  shows as an active mandate then it will go out automatically.

 

 

Any questions let us know

 

Emma

 

 

5 REPLIES 5
QuickBooks Team

Re: I have imported my mandates from GoCardless and have sync my GoCardless account with QB. Howe...

Thanks for reaching out to the Community space, @JRCrawford.


The mandate sent to your customers once approved will show as “Approved by customer and currently processing”. The bank processes the requests 2-3 days, and after that, you’ll be able to schedule Direct Deposit on their invoices.


Go to step 4 on this article for more information: Set up customer with Direct Debit (GoCardless).


To check the status of your mandates and start scheduling payments, click the following links:

Reach out to the Community again if you need anything else. I’m here to help. 
 

Experienced Member

Re: I have imported my mandates from GoCardless and have sync my GoCardless account with QB. Howe...

Hi @KhimG 

 

Many thanks for the reply and your link too.  It looks like I will need to send not one but two e-mails then before a client can actually have a DB setup.

One for step 2 " Request Direct Debit.Note" and then again for step 4 "Click Send.Your customer gets an email requesting them to set up and approve the mandate."

 

Why two e-mails requesting the same thing?  Surely if they didn't want the direct debit they simply wouldn't have filled out it in step 2.  And step 4 is a moot point as the direct debit will keep changing every month depending on what they order.

 

 

QuickBooks Team

Re: I have imported my mandates from GoCardless and have sync my GoCardless account with QB. Howe...

Thanks for getting back to us, @JRCrawford.

 

When setting up Direct Debit, you'll need to send two emails to process the request successfully. Let me discuss this with you.

 

Please know that those e-mails will be sent to Intuit and your customer. The e-mail on step 2 will be sent to Intuit for validation of the request for Direct Debit. While the e-mail for step 4 will be sent to your customer to fill in their bank information.

 

For more information, you can check out these articles for your reference:

 

Learn more about GoCardless Direct Debit for QuickBooks.

Manage Mandates within GoCardless.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help

 

Don't hesitate to let me know if you have other concerns with QuickBooks. I'll be around if you need any help.

Experienced Member

Re: I have imported my mandates from GoCardless and have sync my GoCardless account with QB. Howe...

Thanks a lot for all the help. However I still do have some questions.

 

I did my setup a bit different.  I first opened a Go Cardless account and then "imported" my clients that already had a mandate setup.  Of those imported I don't have the option to do "step 2".  Here is a screen shot showing that: 

All the clients that I don't have mandates setup look like I can do step 2.  So if step 2 can't be done, how do I let QB know about it? 

 

Or do I just need to wait in 2 days time and then payments will be done automatically (which means only one e-mail was sent out... namely the e-mail that was sent out to my client when I logged in Go Cardless system directly.)

 

Thank you for your help.

QuickBooks Team

Re: I have imported my mandates from GoCardless and have sync my GoCardless account with QB. Howe...

Hello JRCrawford

 

Thanks for your reply,If step 2 cannot be done because you already have a mandate for that customer and have imported it in from Go Cardless.

 

You can check on the customer invoice if it is toggled on to pay using Go Cardless by clicking into the invoice and checking that it says it will use the Go Cardless for payment(under payment options)t as long as when you  click on the cog>all lists>direct debit mandates  it  shows as an active mandate then it will go out automatically.

 

 

Any questions let us know

 

Emma