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.
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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, 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 articleDebts Filters
How search, visibility, business filtering, and saved table preferences work on the Debts screen.
Read articleDebts List
How the debts screen groups unpaid work by job, what each column means, and which actions you can launch from the row.
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