Other Questions

Hi, David. I'm here to help you find the Get paid via Direct Debit function in your QuickBooks Online (QBO) account.

In QBO, we have two ways to locate the Get paid via Direct Debit button. I'll show you how.

Here's how to send the invoices in the Customers section:

1. Go to the Sales menu and then select Customers.
2. Choose and double-click the customer you already set up a direct debit mandate.
3. Select and place a checkmark beside the transactions you want to collect the payments. Please ensure the transactions are correct to avoid greying out the button.
4. Click the Batch actions button.
5. Once done, select Get paid via Direct Debit.
6. A notification will show once you successfully send them.

For visual reference, I've added a screenshot below:

Here's how to send the invoices in the Invoices section:

1. Go to the Sales menu and then select Invoices.
2. Under Status, click Unpaid. Then, set the correct date.
3. To filter all the 150 transactions, click the Gear icon beside Action, then under Rows choose 200.
4. After that, click the Batch actions button. Then, select Get paid via Direct Debit.

For visual reference, I've also added a screenshot below:

Additionally, I've included these resources to help you learn more about utilising and managing GoCardless direct debit in QuickBooks Online:

• Get started with GoCardless in QuickBooks Online
• Review or update GoCardless settings in QuickBooks Online
• Manage direct debit mandates for GoCardless in QuickBooks Online

If you have other questions about creating sales transactions and receiving payments in QBO, comment below. The Community team is always available to assist.