How to
To switch an invoice between Auto Collect (direct debit) and On Demand (payment links), follow these steps:
Head to the Payments view
Select the invoice or payment request you'd like to update
From the action bar at the bottom of the screen, click Change payment collection method
Choose On Demand or Auto Collect and click Save
This changes how that one invoice is collected: it overrides the assigned customer agent for that item only.
What happens when you switch?
Switching from Auto Collect to On Demand:
We immediately email your customer with a PDF copy of the invoice and a secure payment link, where they can pay by card, Apple Pay, Google Pay or pay by bank.
Switching from On Demand to Auto Collect:
If a direct debit mandate is already active, we send the invoice with a direct debit collection notice, letting your customer know payment will be taken automatically.
If no mandate is active, we email your customer asking them to set up a direct debit, with the invoice attached as a PDF. Once the mandate is signed, we handle the collection automatically.
On Demand means collection by card, Apple Pay, Google Pay or pay by bank. Auto Collect means collection by direct debit.
Changing it for all of a customer's invoices
If you find yourself switching the same customer's invoices every time, change the setting at the customer level instead: open their record and set their preferred payment method in the Customer agent panel, or move them to an agent that collects the way you want. Future invoices then follow that automatically. See How to get paid with customer agents.