Printing the Debt List
How to print the debts list to take out collecting, with a box to tick when a customer pays in full or in part and room to write the amount.
Read article: Printing the Debt ListDebts help
Help for Debts in Work Planner.
Articles
Message and Print Actions
How to message customers and print documents for selected debt rows.
Read article: Message and Print ActionsGoCardless Upgrade Popup
What the GoCardless upgrade prompt means, which buttons it gives you, and why a plan upgrade still does not replace integration setup.
Read article: GoCardless Upgrade PopupGoCardless Confirmation and Cancel-Recreate Flow
How Work Planner handles pending GoCardless setup links, blocked setup attempts, and the cancel-and-create-new route.
Read article: GoCardless Confirmation and Cancel-Recreate FlowGoCardless Billing Request Flow
How to send a Direct Debit setup link from a debt, including optional first-payment amounts, job context, send routes, and setup-only links.
Read article: GoCardless Billing Request FlowInstant Bank Pay Flow
How Instant Bank Pay works from the Debts screen, including existing links, amount and description defaults, and cancel-and-recreate behaviour.
Read article: Instant Bank Pay FlowPayment Method Selector Popup
How the payment method picker works during debt payments, including search, replacement, fee impact, and adding a new method without leaving the flow.
Read article: Payment Method Selector PopupInvoice Selector Popup
How the invoice picker works from the debt payment and write-off popups, including search, replacement, and creating a new invoice from the selector.
Read article: Invoice Selector PopupWrite-Off Flow
How to write off a debt, what the fields do, and how invoice allocation behaves when you write off part or all of a balance.
Read article: Write-Off FlowTaking a Payment
How the Pay and Pay / Charge paths work from the Debts screen, including manual payments, invoice allocation, tips, and payment fees.
Read article: Taking a PaymentDebts Filters
How search, visibility, business filtering, and saved table preferences work on the Debts screen.
Read article: Debts FiltersDebts List
How the debts screen groups unpaid work by job, what each column means, and which actions you can launch from the row.
Read article: Debts ListSending payment request SMS
OverviewThis article explains when to use sending payment request sms, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appear
Read article: Sending payment request SMSSending payment request emails
OverviewThis article explains when to use sending payment request emails, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action app
Read article: Sending payment request emailsPrinting debt documents
OverviewThis article explains when to use printing debt documents, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as
Read article: Printing debt documentsGoCardless upgrade prompt
OverviewThis article explains when to use gocardless upgrade prompt, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears
Read article: GoCardless upgrade promptGoCardless confirmation flow
OverviewThis article explains when to use gocardless confirmation flow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appea
Read article: GoCardless confirmation flowGoCardless billing request flow
OverviewThis article explains when to use gocardless billing request flow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action ap
Read article: GoCardless billing request flowInstant bank pay flow
OverviewThis article explains when to use instant bank pay flow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as p
Read article: Instant bank pay flowPayment method selector
OverviewThis article explains when to use payment method selector, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as
Read article: Payment method selectorInvoice selector
OverviewThis article explains when to use invoice selector, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part o
Read article: Invoice selectorWrite-off flow
OverviewThis article explains when to use write-off flow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of
Read article: Write-off flowPayment flow
OverviewThis article explains when to use payment flow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Read article: Payment flow