To learn more about the GoCardless integration, check out this article
- Access Invoices from Sales in the navigation bar
- Select the invoice where you want to cancel the direct debit
- From the three-point menu (⋮), click on Edit
Alternatively: Go to Contacts > Select the contact associated with the invoice on which you want to cancel the direct debit > In the contact details view, access the Sales tab > Enter the invoice and click Edit from the three-point menu (⋮).
Canceling a direct debit via GoCardless
To cancel GoCardless charging, the invoice will need to be in a cancelable status
If the invoice with GoCardless charging is in a non-cancelable status, Holded will issue an alert message.
- From the invoice editor, uncheck the GoCardless payment option box
- Hit Save
After unchecking the GoCardless charging option and saving the invoice, the direct debit collection will be cancelled.