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Everything you need to know about banking in QuickBooks Online - Discover more
Doug Robinson
Level 1

Direct Debit set up

Hi, is it possible for a customer to set up a Direct Debit mandate in our favour but not make any payment yet ie wait until we raise an invoice. So for example, I'd like to create a link on our website asking new customers to set up a Direct Debit, so that when they commit to a service, we already have their details and can invoice and get paid easily. Possible?

1 REPLY 1
TaliaI
QuickBooks Team

Direct Debit set up

Hello Doug,

 

Are you using GoCardless?

 

With GoCardless, you can set up a mandate to receive their details, and the customer will not be charged until you send an invoice where you have selected direct debit as the payment method.

 

Thanks,

 

Talia

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