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Hello.
We are using QBO and use projects. For example:
Client1
Client1: January work
Client1: February work
Client1: March work
Client2
Client2: January work
Client2: February work
Client2: March work
Client 1 and 2 have both signed up to gocardless and that works fine. We can ask client1 and client 2 for payments on the top level but cannot ask on the projects as it thinks they are not signed up.
Does that make sense?
Any ideas on how to apply it to all projects for a client?
Thanks
Solved! Go to Solution.
Hi there, @anthonykimber.
Let me share some insights about setting up online payments in QuickBooks Online (QBO).
When using GoCardless, we can only set up a direct debit for parent customers. This option isn't available for projects since we can't enter their email information during the setup.
However, you can use the parent's email address when sending invoices. This way, GoCardless will collect the payment directly from their bank account even if you're using a sub-customer (project).
You can check out the screenshot below as your reference.
We can also check out this article if you need more details about the Direct Debit feature: Set up customer with Direct Debit (Go Cardless).
Would you like some assistance checking your financial data? We can use this article as a guide: Run reports in QuickBooks Online.
Let me know if you have other questions about recording customer transactions or processing their payments in QuickBooks, @anthonykimber. If you have concerns about other areas in the program, add the details to your reply and I'll get back to you.
Hi there, @anthonykimber.
Let me share some insights about setting up online payments in QuickBooks Online (QBO).
When using GoCardless, we can only set up a direct debit for parent customers. This option isn't available for projects since we can't enter their email information during the setup.
However, you can use the parent's email address when sending invoices. This way, GoCardless will collect the payment directly from their bank account even if you're using a sub-customer (project).
You can check out the screenshot below as your reference.
We can also check out this article if you need more details about the Direct Debit feature: Set up customer with Direct Debit (Go Cardless).
Would you like some assistance checking your financial data? We can use this article as a guide: Run reports in QuickBooks Online.
Let me know if you have other questions about recording customer transactions or processing their payments in QuickBooks, @anthonykimber. If you have concerns about other areas in the program, add the details to your reply and I'll get back to you.
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