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How to request payments by Direct Debit using GoCardless

Created on  | Last modified on 

Description

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

You can request a single payment or spread payments over instalments, for example for monthly subscriptions.

NOTE:

GoCardless applies a default £5,000 limit. To increase it, contact GoCardless directly.

Resolution

NOTE:

Sage 50 Accounts creates a Direct Debit request for each grouped invoice. When importing multi-line invoices, choose audit trail transactions to import separate lines, or audit trail transactions - grouped to group them together.

Requesting payments

  1. Select Customers then select the required customers you want to request payment for.
  2. On the toolbar press Request DD payment.
  3. In the Manage Direct Debit window, select the invoices you want to request payment for.
  4. Press Request payment then press Submit.

    GoCardless now sends the customer confirmation that you've requested payment.
  5. Press OK.

    The Status column now shows 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 are deposited into your bank account two working days after the charge date, between 2-5pm. The Status now shows as Settled. Payments due on a weekend or bank holiday are taken on the next 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'll receive your payments from GoCardless, visit GoCardless - Receiving Payouts.

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