NOTE: A single Direct Debit request is made for each grouped invoice. If you import invoices with multiple lines into your data, you can choose whether to group transactions together or have them appear as separate lines using the audit trail transactions and audit trail transactions - grouped import type.

Requesting payments

1. Click Customers then click the required customers you want to request payment for.
2. On the toolbar click Request DD payment.
3. In the Manage Direct Debit window, click the invoices you want to request payment for.
4. Click Request payment, then click Submit.
   
   The customer now receives confirmation from GoCardless that a request for payment has been made.
   
   
5. Click OK.
   
   The Status column should now show as Pending submission.
   
   

What happens next?

• The Status of the payment will update to Paid, the next working day after the charge date
  
  In the unlikely event that the status shows as Failed, follow these steps >
  
  
• Your funds deposit into your bank account two working days after the charge date, between 2-5pm. The Status should now show as Settled
  
  If the charge date falls on a weekend or Bank Holiday, the payment will charge to the customer on the next available working day
  TIP: To refresh the status, click Refresh status.
  
  
• Once the payment is settled, this means it's included in a payout from GoCardless to your nominated bank account
• To post the transactions in Sage 50 Accounts, you now need to process any settlements

Payout timings

For details of when you will receive your payments from GoCardless, please visit GoCardless - Receiving Payouts.