cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
alison-tyler
Level 1

Can i create a drect debit payment before the mandate is active. It states Approved by customer and currently processing?

 
4 REPLIES 4
IamjuViel
QuickBooks Team

Can i create a drect debit payment before the mandate is active. It states Approved by customer and currently processing?

Hello, @alison-tyler.

 

You'd want to make sure the mandate is activated before you send an invoice to your customer. This way the customer's information will be connected with the GoCardless.

 

Here's how to start using GoCardless:

  1. Make sure your settings are correct.
  2. Manage mandates within GoCardless.
  3. Schedule Direct Debit payments.

You can read through these articles for more insights about using the GoCardless:

Always feel free to click the Reply button if you have other questions about managing mandates in QuickBooks. I'm just a few clicks away.

alison-tyler
Level 1

Can i create a drect debit payment before the mandate is active. It states Approved by customer and currently processing?

Thank you IamjuViel.

The managing mandates in QuickBooks link does not mention the status:'Approved by customer and currently processing' and usually the mandate goes from requested to active after a few days. I have not seen this status before. The mandate is active on GoCardless but has it not linked to QB?

 

MJoy_D
Moderator

Can i create a drect debit payment before the mandate is active. It states Approved by customer and currently processing?

It's our pleasure to help, @alison-tyler

 

We have an ongoing issue when customers are attempting to get active mandates in QuickBooks. They receive this message "Approved by the customer and currently processing." However, this was already resolved. Since you're still having an error, I suggest reaching out to our Customer Support. 

 

They can get into your account in a secure environment and help you resolve it. You can do it by going to the Help icon at the top right of your QuickBooks Online (QBO) account. See this article for detailed guidance: Contact the QuickBooks Online Customer Support team

 

Let us know if there’s anything else that I can help with your account. The Community is always here to help.

alison-tyler
Level 1

Can i create a drect debit payment before the mandate is active. It states Approved by customer and currently processing?

Thank you Mary, I did try to contact the customer service team but the wait was so long over 1 hour that the session ended. Thank you for your advice and I will try again.

Need to get in touch?

Contact us