Hello, @alison-tyler. You'd want to make sure the mandate is activated before you send an invoice to your customer. This way the customer's information will be connected with the GoCardless. Here's how to start using GoCardless: Make sure your settings are correct. Manage mandates within GoCardless. Schedule Direct Debit payments.You can read through these articles for more insights about using the GoCardless: Learn more about GoCardless Direct Debit for QuickBooks How long does a Direct Debit payment take?Always feel free to click the Reply button if you have other questions about managing mandates in QuickBooks. I'm just a few clicks away.

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alison-tyler

Question

Can i create a drect debit payment before the mandate is active. It states Approved by customer and currently processing?

Forum|Forum|6 years ago
April 22, 2020
1 reply
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QuickBooks Online

IamjuViel

Level 8

Hello, @alison-tyler.

You'd want to make sure the mandate is activated before you send an invoice to your customer. This way the customer's information will be connected with the GoCardless.

Here's how to start using GoCardless:

You can read through these articles for more insights about using the GoCardless:

Always feel free to click the Reply button if you have other questions about managing mandates in QuickBooks. I'm just a few clicks away.

alison-tylerAuthor

Thank you IamjuViel.

The managing mandates in QuickBooks link does not mention the status:'Approved by customer and currently processing' and usually the mandate goes from requested to active after a few days. I have not seen this status before. The mandate is active on GoCardless but has it not linked to QB?

MJoy_D

QuickBooks Team

It's our pleasure to help, @alison-tyler.

We have an ongoing issue when customers are attempting to get active mandates in QuickBooks. They receive this message "Approved by the customer and currently processing." However, this was already resolved. Since you're still having an error, I suggest reaching out to our Customer Support.

They can get into your account in a secure environment and help you resolve it. You can do it by going to the Help icon at the top right of your QuickBooks Online (QBO) account. See this article for detailed guidance: Contact the QuickBooks Online Customer Support team.

Let us know if there’s anything else that I can help with your account. The Community is always here to help.

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