Print, Email, and SMS Actions
How to distribute documents for selected debt rows, including template choice, service date handling, printing, email, and text.
Read articleDebts help
Help for Debts in Work Planner.
Articles
GoCardless 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 articleGoCardless Confirmation and Cancel-Recreate Flow
How Work Planner handles pending GoCardless setup links, blocked setup attempts, and the cancel-and-create-new route.
Read articleGoCardless 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 articleInstant 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 articlePayment 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 articleInvoice 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 articleWrite-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 articleTaking a Payment
How the Pay and Pay / Charge paths work from the Debts screen, including manual payments, invoice allocation, tips, and payment fees.
Read articleSending 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 articleSending 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 articlePrinting 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 articleGoCardless 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 articleGoCardless 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 articleGoCardless 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 articleInstant 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 articlePayment 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 articleInvoice 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 articleWrite-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 articlePayment 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 articleDebt filters
OverviewThis article explains when to use debt filters, 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 articleDebts list
OverviewThis article explains how to use the debts screen to review outstanding balances, linked invoices, payment history, and the focused actions used to collect or clear debt.When to use thisUse this article when you
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