Go Cardless - Creating One-off Payments

This article is part of the Go Cardless section.

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Go Cardless

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

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. Tick 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. 
   
   
8. 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.

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

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.

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

If the system option "DD Auto Collect Threshold" is turned on, any extra balance remaining after raising an invoice that is below the threshold will be processed as a one-off payment on the next collection date. If the amount exceeds the threshold, it will not be collected automatically and must be addressed manually.

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

If you want to manage this at client level, we can also turn on the system option "DD Auto Collect Max Threshold Override Enabled" for you.  This allows users to specify a maximum one-off direct debit payment amount for individual clients, providing greater flexibility in managing one-off payments for clients with specific needs.

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