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How to request payments by Direct Debit using GoCardless

Created on  | Last modified on 

Summary

This guide runs through how to request Direct Debit payments in Sage 50cloud Accounts.

Description

Before you request a Direct Debit payment, ensure you have an outstanding invoice waiting to be paid on your customer account.

 TIP: As well as requesting a single payment for an invoice, you can also request payment over a number of instalments, for example for monthly subscriptions.

Resolution

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 50cloud 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.

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