Help for Debts in Work Planner.
Everyone who owes you money, one row per customer with the oldest debt first: what they owe, how long it has waited, Pay, Remind and Write off for each job, Pay for all jobs for a customer who owes on several, and reminders, statements, documents and the debt list for the customers you tick.
Read article: Who Owes YouHow to print the debts list, or just the debts you tick, 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 ListHow to message customers and print documents for selected debt rows.
Read article: Message and Print ActionsWhat 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 PopupHow Work Planner handles pending GoCardless setup links, blocked setup attempts, and the cancel-and-create-new route.
Read article: GoCardless Confirmation and Cancel-Recreate FlowHow 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 FlowHow 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 FlowHow the invoice picker works from Record payment and the write-off popup: choosing the invoices a payment pays or the one a write-off is against, searching, and adding a new invoice.
Read article: Invoice Selector PopupHow to write off a debt, up to what the job owes, what the fields do, and how invoice allocation behaves when you write off part or all of a balance.
Read article: Write-Off FlowHow to record cash, a bank transfer or any other payment taken by hand with Record payment: where it opens, what each field does, how it pays invoices, paying for all of a customer's jobs at once, and sending a receipt.
Read article: Taking a PaymentHow search, visibility, business filtering, and saved table preferences work on the Debts screen.
Read article: Debts FiltersHow the debts screen groups unpaid work by job, what each column means, and which actions you can launch from the row.
Read article: Debts List