Debts 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
Overview
This 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 this
Use this article when you need to find, review, search, filter, or open records before choosing a more focused action.
How it fits into the flow
Debts list sits within Accounts / Debts. It is designed to work alongside related articles such as Debt filters, GoCardless billing request flow, GoCardless confirmation flow, so users can move through the workflow without relying on one giant reference page.
Main actions
- Use the screen to review what is available in this area and move into the next focused step.
- Look for search, filter, or row actions that help you narrow down the records you need.
- Open the linked details, forms, or dialogs when you are ready to continue the workflow.
- Common on-screen actions include Clear Filters, Manage GoCardless, Cancel, Back, Copy.
Important fields
- Visibility: Choose the option that best matches the current record.
- Date: Complete this value carefully before you save.
- Amount: Complete this value carefully before you save.
- Payment Method: Look for input such as “Select payment method”.
- Allocate to Invoice (optional): Look for input such as “Select open invoice”.
- Description: Complete this value carefully before you save.
- Payment Reference: Complete this value carefully before you save.
- Tip (optional): Complete this value carefully before you save.
- Write Off Invoice (optional): Select an open invoice to allocate this write-off to. If fully covered, it will be marked as Written Off or Settled depending on any existing payments.
- Reason for Write Off: Complete this value carefully before you save.
- Description (optional): Look for input such as “e.g. Payment for job #123”.
- Amount to charge now: Look for input such as “0.00”.