To learn more about the integration with GoCardless, check out this article
- Go to Invoices from Sales in the navigation bar
- Access the invoice where you wish to modify the details
- From the three-point menu (⋮), click on Edit
Alternatively: Go to Contacts > Select the contact associated with the invoice to edit > Go to the Sales tab > Click Edit from the three-point menu (⋮).
Modifying the data of a direct debit invoice via GoCardless
Invoices with this type of collection can be modified as long as they are in a cancellable status.
If you modify the data of an invoice with a non-cancellable status, Holded will display a message notifying you that a new direct debit will be issued.
- From the invoice editor, modify the necessary fields
- Hit Save