How do I stop go cardless from initiating the direct debit BEFORE the invoice is sent. It keeps taking the wrong amount from customers because we amend before sending

Hello CwrwFi, 

Welcome to the Community page, 

If the direct debit is being initiated after you create the invoice, it could be because of the due date on the invoice. If you have a look at this help article and look at the one that says what happens if I raise an invoice which is due on the receipt and I set the payment method to gocardless? 

the trouble is, we dont know when the direct debit is being initiated.... typically we build an invoice as we are picking, then (before we started using the direct debit integration) would send the invoices as a final copy when we knew there were no errors,returns or late additions by the customer.  If we knew the moment the invoice is treated as 'final' by the integration, we could mitigate.  Then there is a supplementary question that i have been unable to find an answer to -  how are credit notes dealt with in this system (because that could be one of the mitigations)  many thanks in advance, Fi

Thanks CwrwFi, do you have recurring invoices scheduled for these in QuickBooks? The process starts 10 days before the invoice due date, with the due date being the date that payment is collected. Credit notes don't integrate with the QuickBooks GoCardless feature, these would need to be raised and applied manually on the customers account. 

not recuring, i dont think. The invoices are raised manually , are all different and sporadic.  Typically with due dates 7 or 14 days from invoice date. If I can understand the process it might help me with a workaround...  At the moment we have wrong amounts being taken from customer which I have to fix urgently!!  Many thanks For the reply, Fi

Hello, CwrwFi.

That sounds like an odd behavior from the GoCardless app. As you might've known, payments are debited on the invoice's due date. Since that isn't the case, I'd like to take this opportunity to point us to the right direction in fixing this issue. 

We'd like to dig a little bit deeper into the system.  To do this, we'll want to contact GoCardless' support. One of the agents will take a look at your account and see what's causing those payments to debit before the due date, then fix it for you. 

Their contact details can be found here: https://quickbooks.intuit.com/app/apps/appdetails/gocardless/?locale=en-gb (under the Contact section). 

They can also help you with the payment corrections if necessary. 

After finding out the cause and fixing it, I'm sure you'll also have tasks you need to take care of in the near future. If you need to run a few reports to check your financials, I'd be glad to share with you this article: View and edit management reports in QuickBooks Online. 

Please let me know if you have any other concerns about your payments or invoices. If you happen to come across any difficulties while managing other entries in the future, reply here and I'll definitely assist you. 

Thank you - are you going to contact go cardless or should |I?  The issue isnt when they are talking the money, it's when they are taking the data. The money is being taken on the correct date (due date) , but the amount is from an early version (uncorrected) version of the invoice. We cant be on our own having to correct invoices after picking, but before sending?   Many thanks Fiona

Hello CwrwFi, you would need to reach out and contact gocardless about it.

have tried but they just say they will call back and dont... will have to stop using untill i find out if it is possible to have an invoice in a draft state before marking as final and sending.