With GoCardless partnership with Big Red Cloud you will be able to create DD mandates directly from the Big Red Cloud. Get payments from your customers in timely manner.
Company Default Payment Terms:
To create a default payments terms for all customers go to “Setup” and “Options”.
Click “Yes” to the message “Changing Options after initial setup could have effects on the integrity of your data- continue?”
Once the options window opens you will see a section with a heading “No Of Days”.
Ticke the box next to the customer payment terms and in the empty box add in your number of days payment is due. You have 2 choices from “End of Month” or “Invoice Date”.
Individual Customer Payment Terms:
To set individual payment terms for customers go to lookup and customers.
Highlight a customer and click on Change.
In the customer page setup you will see Payment Terms near the bottom of the page.
In here you have the option to Tick the box to use the default company Payment Terms.
Or untick the box and you can set the terms for the specific customer.
You can enter the number of days based on “From Invoice Date” or “From End of Month” .
If added 30 days to No. of Days it will mean depending on the selection you will have 30 days from the invoice date or 30 days from the end of the month.
Form Designs:
We can add these due dates directly to your Sales Invoice Templates so your customer will always now the due date of an invoice you can call support on 01 204 8300 or email support@bigredcloud.com and we will be happy to help.
With GoCardless and Big Red Cloud you can now easily collect payments by Direct Debit for your Sales Invoices!
