Thanks for providing screenshots regarding your concern about the unavailability of the Direct debit (DD) to your project, Anthony. I'm delighted to provide information and share how you can enable the option for your projects.
DD is only available to parent customers and is not an option when selecting a project, regardless of its linked customer. To handle this, you can generate a dummy invoice to charge your customer for that project. Aside from that, you can also consider setting up a separate DD mandate for a customer project aside from what you have for your invoices.
That said, here's how to request a DD mandate request for your customer:
- Go to the Sales menu and select Customers.
- Locate the customer from the list.
- Click the dropdown arrow under the Action column and choose Request Direct Debit.
- Hit Send. After that, the customer will receive an email request to set up and approve the mandate.
For more information on how to send and check the status of your mandate request, please refer to this article: Set up direct debit mandates for customers (GoCardless) in QuickBooks Online.
You may also contact the GoCardless Support Team. This way, you can clarify or ask for complete information about their software's policies and services.
Meanwhile, regarding your login issue, you can sign in to your Community account using a private browser by clicking the Ellipsis︙icon. Then, select the New Incognito / InPrivate window. You may also consider using another supported browser if the problem persists.
Furthermore, if you want to attach an image, here are the supported formats (JPG, JPEG, GIF, and PNG). The maximum file size allowed is 9 megabytes.
I've also included this article that could help you modify your GoCardless info in QuickBooks: Review or update GoCardless settings in QuickBooks Online. Timely updates ensure you have accurate and up-to-date details in the system.
Should you have more questions about your DD for invoices and projects, you can always get back on this thread. I'm always here and available to assist you.
