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Invoices: Flag invoices without GoCardless attached

We would like to know which invoices or contacts are not set up to collect payments via Direct Debit from GoCardless, so we can proactively target them to move to Direct Debit. Whilst Xero knows this information, they've confirmed there's no way to report on it and it will be very helpful to have

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Simon Albert shared this idea  ·   ·  Report…  ·  Admin →
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  • Bee Hesketh commented  ·   ·  Report

    This is so necessary! We are constantly having to switch back and forth from Xero to GoCardless to cross reference which invoices are DD and which aren't.

    I honestly don't understand why Xero advertise their GoCardless integration if they aren't going to update it and ensure it does the basics. So many issues with it that make streamlining any area of our accounting impossible.

  • Mark Bevan commented  ·   ·  Report

    Agree - the GoCardless integration is very poorly thought out.

    The data is within Xero so it should be possible to flag non-DD clients when raising an invoice and if necessary have different text on the invoice template.