Gocardless on projects

Hello.

Sorry this has ben a while.

How does GoCardless know the project invoice is to be collected? The only option is let client make payment.

Hi anthonykimber If you have set up/synced the GoCardless app with QuickBooks, you have imported the mandates/have active mandates for the customers within QuickBooks then the invoices due date is the trigger point for the payment to be processed. I have included an article for your reference:https://intuit.me/4d2JGbd

I might be being a bit thick here but........

I can put the first invoice on the top level customer to be direct debit

Screenshot 2024-07-30 171316.png

but on the first project i cannot select direct debit.

Screenshot 2024-07-30 171435.png

The email on both invoices is the same.

Sorry for the links but it will not let me login to the community.

Thanks for providing screenshots regarding your concern about the unavailability of the Direct debit (DD) to your project, Anthony. I'm delighted to provide information and share how you can enable the option for your projects.

DD is only available to parent customers and is not an option when selecting a project, regardless of its linked customer. To handle this, you can generate a dummy invoice to charge your customer for that project. Aside from that, you can also consider setting up a separate DD mandate for a customer project aside from what you have for your invoices.

That said, here's how to request a DD mandate request for your customer:

1. Go to the Sales menu and select Customers.
2. Locate the customer from the list.
3. Click the dropdown arrow under the Action column and choose Request Direct Debit.
4. Hit Send. After that, the customer will receive an email request to set up and approve the mandate.

For more information on how to send and check the status of your mandate request, please refer to this article: Set up direct debit mandates for customers (GoCardless) in QuickBooks Online.

You may also contact the GoCardless Support Team. This way, you can clarify or ask for complete information about their software's policies and services.

Meanwhile, regarding your login issue, you can sign in to your Community account using a private browser by clicking the Ellipsis︙icon. Then, select the New Incognito / InPrivate window. You may also consider using another supported browser if the problem persists.

Furthermore, if you want to attach an image, here are the supported formats (JPG, JPEG, GIF, and PNG). The maximum file size allowed is 9 megabytes.

I've also included this article that could help you modify your GoCardless info in QuickBooks: Review or update GoCardless settings in QuickBooks Online. Timely updates ensure you have accurate and up-to-date details in the system.

Should you have more questions about your DD for invoices and projects, you can always get back on this thread. I'm always here and available to assist you.

Hello

I can do more than 20 projects for a single customer in a month. That's about 250 direct debit mandates over the year. The customer will tell me exactly where to go if I did it that way.

Multiply that by 20 ish customers and I can be into the 1000's of mandates per year.

That seems like a crazy solution. Surely I cannot be the only one who has this problem?

I acknowledge how valuable your time is, Anthony. Every customer's product feedback matters to us. With that, I'll help you send a feature request to our product developers regarding adding a Direct deposit (DD) option for project invoicing in QuickBooks Online (QBO).

To submit your feature recommendation to our product developers, kindly follow these steps:

1. Log in to your QBO account.
2. Go to the Gear icon and select Feedback.
3. Enter your product comments and requests in the designated field. Then, hit Next to submit.

Our Product Development team will receive your feedback. It gives them ideas about what features are essential for every user. This way, they can enhance the program according to received opinions and requests.

I'm also adding this article, which will be handy whenever you need to generate customer refunds, which vary for every situation: Record a customer refund in QuickBooks Online.

You can always drop by in the Community space if you have more questions about DD for project invoicing or need assistance managing your data in QuickBooks. We always have your back.