Invoicing & due dates with QB & GoCardless

Hello Matthew, Thanks for your query about Go Cardless and the change in timeframes not implementing for you. Can we check you do not have due on receipt on these invoices?

Hi Emma,

I've just checked and no they are using 'due on the 1st of the month' - this being a name I gave via the due date drop down when I updated to the 1st as a new due date.

Also please see attached screen shot.

Thanks for your quick reply.

Matthew

OK, thank you for your reply.

I will keep an eye on this and report again if next month is the same.

I still find it a strange concept that now we are living in a digital world of 1's and 0's transactions have to slow down or halt for a Sunday or a bank holiday. 

Surely these practices were best served when we had branches that were staffed so therefore no work could be physically done. We seem to have written an analogue quirk into a digital system.

Thanks

Matthew

Thanks, Matthew, we do get your point about the analogue world and payments being impacted because of non-banking days. Come back here if you experience the same thing next month and we'll escalate the issue with our senior team.

HI,

Just continuing this thread. I've kept an eye on the payments for the last two months. 

This month it looks like customers were charged on the 1st (great) and we were then paid on the 5th.

Is this the correct time frame? I understood that the turn around would now be faster than this?

Also could I please ask a question about Invoices and Direct Debits.

I have a recurring invoice and I somehow failed to select the Direct Debit option in the invoice and therefore GoCardless has not collected the money owed.

When I have gone to edit it and selected the Direct Debit option it now says Direct Debit Scheduled. You will be paid after due date.

Do I just leave this now and GoCardless will collect it or as it is after the due date do i need to do something else to make sure it goes through like re sending the invoice etc?

Any help appreciated.

Thanks

Matthew

Hello Matthew, that is great to hear it is all working as it should be for you know. In regards to your question, if you leave it for now and here is an article to tell you more about it. 

Hello, all of our recurring invoices are set to due on receipt however the go cardless integration is meaning the customer isn't getting charged until 5 days later.

We also received the above email advising that payments would be collected on the due date in March 22 yet 5 months later its still giving the customers an extra 5 days which is messing up our credit control process. Please advise. 

Welcome to the Community space, DavidR2BC.

I know this isn't easy for you since you expect the collection to be implemented on the invoice due date. Under the new GoCardless payment improvements, you should see the payment in your account within two days.

This new collection process was implemented in batches to ensure no problems arose. You'll know if you're included in these improvements because GoCardless customers will be notified via email.

As I looked into it, I found that we have an ongoing issue with some customers delaying the collection process. I recommend contacting QuickBooks Online Support to be added to the list of affected users. This guarantees you'll receive an email notification once the issue has been resolved.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter a brief description of your concern.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect either via Start a chat or Call us.

Live chat support is available all day Monday through Friday. While phone support is available from 8:00 AM to 10:00 PM Monday through Friday and 8:00 AM to 6:00 PM Saturday and Sunday.

For future reference, I've added this article to guide you if you need to manually record the payments: Record invoice payments in QuickBooks Online.

Let me know by leaving a comment below if you have further questions or concerns. We're always available to help you.