Collect an invoice or recurring payment (Quickbooks)
Once a customer sets up a mandate, you can initiate payment collection at any time. There’s no extra authorisation required (if you don’t know how to request a mandate, see this article).
There's a few ways to collect a payment using GoCardless for QuickBooks:
Automatically collect payments from new invoices
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In the app home page, make sure the toggle 'Automatically create payments for every new invoice on due date' is turned on
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In QuickBooks, create an invoice and assign it to a customer with an existing mandate.
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For more detailed instructions, see 'start a payment by requesting a customer mandate'.
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The payment will be collected on the invoice due date.
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After the appropriate payment processing time, you’ll receive an email saying you’ve been paid out.
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In the app’s invoice page, the payment status will be updated to 'paid out'.
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In the app’s payout page, you’ll see your net payments, and fees. To see more details, click the arrow at the end of the row.
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Alternatively, you can control which customers have automated invoices enabled on an individual basis. Just go to the app’s customer page, click on the actions button and select 'automated payments'.
Manually collect payments from invoices
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In QuickBooks, create an invoice and assign it to a customer with an existing mandate.
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For more detailed instructions, see 'start a payment by requesting a customer mandate'.
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Go to the app’s Invoice page and find the invoice.
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In the actions column, select how to collect a payment.
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If you collect now, a payment will be created immediately.
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If you collect on the due date, it will wait until the date specified in the invoice.
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The invoice status will update to 'pending', and the payment will be collected at the specified date.
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After the appropriate payment processing time, you’ll receive an email saying you’ve been paid out.
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In the app’s invoice page, the payment status will be updated to 'paid out'.
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In the app’s payout page, you’ll see your net payments, and fees. To see more details, click the arrow at the end of the row.
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Alternatively, you can select multiple invoices and hit the 'collect' button at the top of the page.
Set up a recurring invoice with automatic payments
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In QuickBooks, click the gear icon on the top right and select 'Recurring transactions'.
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In the recurring page, click the 'new' button, and select 'invoice'.
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Add your invoice details, assign it to a customer with an existing mandate.
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For more detailed instructions, see 'start a payment by requesting a customer mandate'.
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Save your invoice template.
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Make sure automation is turned on.
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In the app home page, make sure the toggle 'Automatically create payments for every new invoice on due date' is turned on.
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Alternatively, go to the app’s customer page, click on the actions button and select 'automated payments'.
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At your specified time, the invoice is created and imported into the app.
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The payment will be collected on the invoice due date.
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After the appropriate payment processing time, you’ll receive an email saying you’ve been paid out.
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In the app’s invoice page, the payment status will be updated to 'paid out'.
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In the app’s payout page, you’ll see your net payments, and fees. To see more details, click the arrow at the end of the row.
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You can cancel a payment If you created it by mistake. Go to the app’s invoices page, and lick 'cancel a payment'. This will only work for scheduled payments. Once the collection starts, it can’t be reversed.