Manually processing payments

Last updated on December 12, 2017 13:40 by Jenni E

To manually process a payment you have one or two options.

Firstly, you will see the 'Collect Now' feature against each available invoice. Clicking this button will cause the the payment to be sent to GoCardless  and will be deducted from the customer's bank account in 4 working days, this feature must be used before 4:00pm to kick start the process that day. If you hit 'Collect Now' after 4:00pm, GoCardless will still be sent the payment however they will not create the payment until the following working day. 

Secondly, as a user on the account you can also process payments in bulk. Simply place a tick in the box along the left hand side, (there is a feature at the top of the page to select ALL available invoices).

You then go to 'Bulk Action' in the top right hand corner and select if you want to the payments to be processed immediately. This works the same way as using 'Collect Now'. if you select 'Collect on Due Date' all invoices will be deducted from the customer's bank account on the Due Date only.

Tip 1: You can search for an individual invoice using the search bar on the top left hand side of the page. 

Tip 2: You can use the number drop-down to show more invoices on a single page.