How can I split invoices in the new GoCardless for Sage application?
Functionality to split an invoice into multiple installments will be released in Sage 50 v24.1 at the start of December. We will notify all legacy integration users when this is released.
Prior to this release there are a couple of ways to take an invoice in instalments:
Raise multiple invoices with difference due dates
E.g to collect a £1200 invoice in 12 monthly instalments:
- Ensure your customer has an active GoCardless Direct Debit mandate matched to the appropriate customer record in Sage 50.
- Any unmatched mandates can be found in Settings > Company Preferences > Match where a list of unmatched GoCardless mandates will be shown with a drop down of available Sage customer records.
- Request customers set up new mandates by following this process
- Create 12 invoices, each with a different monthly due date
- Optionally, you can apply different invoice due dates to each invoice alongside identical invoice dates, in order to recognise the income in the same month.
- Select the invoices in bulk to be collected by Direct Debit
- Click ‘Customers’ then select all customers you wish to request payments for
- On the toolbar click ‘Request DD payment’
- In the pop up ‘Manage Direct Debit’ window select all invoices you wish to request payment for
- Click Request Payment and then click Submit.
Each payment will be collected on the invoice due date automatically, and reconciled in your Sage 50 account.
NB: You can change the charge date relative to the invoice due date at an account level. Charge your customer up to 30 days prior to the invoice due date, or charge on the invoice due date by selecting ‘0 days’.
Create a subscription in the GoCardless dashboard
- Log in to the GoCardless dashboard at www.gocardless.com (top right ‘sign in’ button)
- If you do not remember your password, reset it here
- Set up a Subscription in GoCardless by following these instructions
- Create required invoice(s) in Sage 50 but do not request payment via Direct Debit as this will result in your customer being charged twice
- When a payment is received click on Settlements in the toolbar. Payments received will be shown in a new window. If the customer charged has an active GoCardless mandate (which has been matched to a Sage customer record),outstanding invoices for this customer will be available to manually mark the incoming payment against, or you can choose from all outstanding invoices.
NB: Customers will receive an initial notification when the subscription is set up telling them the date, amount and frequency of payments. They will not receive a notification prior to each individual payment after this initial notification however.