Converting Billing Request Invoices to Payments

Posted sales invoices that originally generated a Billing Request can be converted to capture a payment from an already existing mandate linked to the invoice customer. When the payment is generated, the original Billing Request is automatically cancelled.

Capture Payment from a Billing Request Invoice

1. Navigate to the Posted Sales Invoice from which a billing request has been generated

2. Click on Enable for GoCardless action in the GoCardless menu tab
3. Fill in the details in the pop up window and click Finish

4. The Billing Request is automatically cancelled

5. The captured payment is linked to the invoice accordingly