To learn more about the GoCardless integration, check out this article
Get there
- Access Sales from the navigation bar
- Select Invoices
Canceling a direct debit via GoCardless on your sales invoices
Canceling a direct debit on one-time sales invoices
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.
- Go to the Invoices tab
- Find the invoice where you want to cancel the direct debit
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 (⋮).
- From the three-point menu (⋮) on its right, click on Edit
- From the invoice editor, uncheck the GoCardless payment option box
- Hit Save
Canceling a direct debit on recurring sales invoices
- Go to the Recurring invoices tab
- Click on the invoice where you want to cancel the direct debit
- From the modal that will open on the right, access the three-point menu (⋮)
- Select the option Edit
- 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 canceled.