Solution Properties
Solution ID:
200427112411990
Last Modified Date:
Wed Sep 30 15:13:10 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
How do I post Direct Debit receipts and fees
Description

Once GoCardless has sent a Direct Debit payment request, the item shows as Settled.  You can view and automatically post most transactions using the Settlements option. Transactions that don't automatically post are listed so you can process them manually.

TIP:

For information about recent changes to VAT on GoCardless fees, here's our guide.

Cause
Resolution

Settlements option

  1. Select Customers then Settlements.
  2. If you have any settled payment requests created in the GoCardless dashboard, the Match Direct Debit Payment Requests window appears.

    Select the Reference dropdown for each payment and choose the required invoice then press Save.

  3. The Settlements window appears showing two panes:
    The following items require manual processing in Sage 50 Accounts
    This pane shows any further actions you need to process manually in Sage 50 Accounts.

    When you're happy the item is processed, select the item and press Dismiss.
    The following items/changes are complete and require no further action
    This pane shows the actions that will process automatically.

    This normally includes the following:
    • Allocation of the sales receipt to the invoice.
    • Journals showing a bank transfer from your GoCardless bank account to your main bank account.
    • A bank payment from the GoCardless bank account for the GoCardless fees.

    Once you leave this window, the items in this pane post to your accounts and don't appear here again.
  4. Select Close then press OK.

What to do if a payment fails

If a payment is shown as Failed, this means that GoCardless was unable to collect the funds.

 

Find out more >

What to do if there's a chargeback

Customers can ask their bank to reverse a payment collected in error.

Find out more >

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  More support and information is available 

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