Summary
Description
Once GoCardless has sent a Direct Debit payment request, the item shows as Settled. You can view and automatically post most transactions using the Settlements option. Transactions that don't automatically post are listed so you can process them manually.
TIP: For information about recent changes to VAT on GoCardless fees, take a look at our quick guide.
Resolution
Settlements option
- Click Customers then click Settlements.
- If you've any settled payment requests created in the GoCardless dashboard, the Match Direct Debit Payment Requests window appears.
Click the Reference drop-down for each payment and choose the required invoice then click Save. - The Settlements window appears showing two panes:
The following items require manual processing in Sage 50 Accounts If needed, this pane shows any further actions you need to process manually in Sage 50 Accounts.
When you you're happy the item is processed, click the item and click Dismiss.The following items/changes are complete and require no further action This pane shows the actions that will process automatically.
This normally includes the following:- Allocation of the sales receipt to the invoice.
- Journals showing a bank transfer from your GoCardless bank account to your main bank account.
- A bank payment from the GoCardless bank account for the GoCardless fees.
- Click Close then click OK.
What to do if a payment fails
If a payment is shown as Failed, this means that GoCardless was unable to collect the funds.What to do if there is a chargeback
Sometimes a customer is afforded the right to chargeback a payment directly with their bank when a payment is collected from their account in "error".
More support and information is available
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