In order to collect a GoCardless payment against an invoice, a customer must first have an active mandate of the appropriate currency and no current active GoCardless payment schedules against that invoice.
To collect a GoCardless payment for the balance of an invoice, click the 'Collect Payment' button and select either 'Collect full amount' or 'Split into instalments' depending on whether you would like to create a single payment or multiple.
Creating a Single Payment
If selecting 'Collect full amount', then you can choose the collection date, which can be any date beyond the next available charge date for the selected mandate. You may select which mandate to use for the payment by clicking 'Advanced Options'.
Creating Multiple Payments
When creating multiple payments for an invoice, you will be able to select the frequency of the payments, from weekly, monthly or yearly. You must then determine which day of the week, or day of the month the payment will commence from. You can select how many payments the payment schedule will be split into or the amount of the instalments.
You may select which mandate to use for the payment by clicking 'Advanced Options'.
Automatic Allocation of Payments
When a payment from GoCardless is Paid Out, providing that the GoCardless payment schedule has been created from an Invoice, a Payment Allocation for the balance of the payment will be created against the Invoice. Note this will not create direct allocations against Invoice Line Items. This will additionally update the status of the invoice as "Partially Paid" or "Paid" as per the remaining balance on the invoice.