Direct Debit - Match Direct Debit Payment Requests screen doesn't show an outstanding sale invoice transactions even when it is outstanding

If you use the GoCardless dashboard to request a Direct Debit payment, when you open the Settlements option for a customer, the Match Direct Debit payment requests screen appears so you can match outstanding invoices to the payment request.

If you've a part payment for an invoice, once you've matched the first payment to the invoice, the invoice doesn't appear again in the Match Direct Debit payment requests screen.

This could happen either when the first instalment of a instalment payment request is settled, or a full payment request for part of an invoice is settled.

As a workaround you must reverse the outstanding invoice by posting and allocating a batch credit to the invoice. Then post a new batch invoice to replace the outstanding invoice.

Post a batch credit

1. Click Customers then click Batch credit.
2. Enter the following details:
   • A/C - select the required customer.
   • Date - enter the same date as the original invoice.
   • N/C - enter the same nominal code as the original invoice.
   • Net - enter the outstanding NET amount.
   • T/C - enter the same tax code as the original invoice.
   • VAT - enter the outstanding VAT amount.
3. Click Save.

Allocate the batch credit to the invoice

1. Click Customers then click Customer receipt.
2. Enter the following details:
   • Account - select the required customer.
   • Date - enter the same date as the original invoice.
3. Click the original outstanding invoice then click Pay in full.
4. Click the sales credit you created then click Pay in full.
5. Click Save then click Close.

Post a new batch invoice

1. Click Customers then click Batch invoice.
2. Enter the following details:
   • A/C - select the required customer.
   • Date - enter the same date as the original invoice.
   • N/C - enter the same nominal code as the original invoice.
   • Net - enter the outstanding NET amount.
   • T/C - enter the same tax code as the original invoice.
   • VAT - enter the outstanding VAT amount.
3. Click Save.

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