Creating One-off Payments

This article is part of the Go Cardless section. You can find all related articles listed here. 

Follow the steps below to create a one-off payment on the direct debit screen:

1. Load the client account in question.
   
   
2. Select the Direct Debits tab.
   
   
3. Highlight the relevant Direct Debit profile.
   
   
4. Select Amend.
   
   
5. In the One Off Payment section, enter the relevant amount. You can add a One off Float Amount, a One off Payment Amount or both.
   
   
6. Add a One off Payment Date.
   
   
7. Select Save.
   
   
   
   

The one-off amount(s) will be taken on your selected date. You may choose to set this to the Date of Next Collection when the direct debit will run.

Check Defer One Off Payment if you want to avoid collecting the extra amount in one go. Instead, it will be spread across the direct debit schedule, adding an equal portion of the one-off payment to each collection. 

If the system option DD Auto Collect Threshold is turned on, if there is any extra balance left after raising an invoice, which is lower than the threshold, the system will take it as a one-off payment on the next collection date. If the amount is over the threshold, nothing will be taken and it would need to be dealt with manually.

With the system option DD Auto Collect Maximum Threshold you can specify the maximum one-off direct debit payment amount to prevent overpayments.

If you would like to control this at client level, you can also have the system option DD Auto Collect Max Threshold Override Enabled turned on.  This allows users to set a maximum one-off direct debit payment amount for individual clients, providing greater flexibility in managing one-off payments for clients with specific requirements. 

The One off Payment Amount will be added to the client's transactions.  The One off Float Amount will be added to the client's float transactions.

Once the one-off payment has been taken, the One Off Payment section will be cleared out.

You can add a one-off payment any time or you may choose to wait until you run Yearly Direct Debit Update in Client Global and take any extra balance as part of this process.

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