[sunshine windows]

Can you sort your gocardless customers, to sync with your round list in the order they appear, to make it easy running through the payments manually?


Cheers

[Rob @ Cleaner Planner]

Hi Lance - yep, you can do this, I'll pop you an email now...

[PoleKing]

Hi Lance - yep, you can do this, I'll pop you an email now...

Rob, can you post how to do it please?

[Rob @ Cleaner Planner]

Hi Lance - yep, you can do this, I'll pop you an email now...

Rob, can you post how to do it please?

Hi PK - Lance is using Cleaner Planner, so I assume he was asking how to do it in CP (though I could be wrong!) as I can't think of a way to sort your customers in round order in GoCardless itself.

Anyway, in CP you can filter your debt list by round and payment method (GoCardless) and then sort in round order by clicking the "Order" column header.

However, worth pointing out (Lance, not sure if you know this) that you do not need to mark off GoCardless payments manually when they arrive in your bank account.

If you start the payment from Cleaner Planner then GoCardless will notify CP when the payment arrives and clear the debt automatically. You don't need to reconcile things manually.

[sunshine windows]

Hi Rob,

Thanks for the email and reply on here.

I was talking purely for the list in gocardless, it only allows alphabetical by the look of it.

I've not started utilising cleaner planner to its full potential yet, as I'm still taking a monthly paper round out with me.

I've just added all gocardless email addresses to cleaner planner, so will have a go at taking payments at the end of next week when I do my books again.

I need to sit down with my colleague, and run through how to log the jobs with him and then we can convert to paperless and get rid of excel altogether.

I don't suppose there's a way cleaner planner can keep track of BACS payments through the bank is there, as this is probably the biggest flaw in my round at the minute. I often lose track of who's paid for months on end as I don't often check for incoming payments. (My fault I know, just Lazy I guess).

Cheers

[Rob @ Cleaner Planner]

Hi Lance,

So yep, once you start using GoCardless from Cleaner Planner you won't have to check for GC payments on your bank statement manually so that will help a lot I think

On the BACS side of things - it's always tricky integrating with banks as they all work in different ways and export different statement formats.

That said I do feel there might some scope to make tallying BACS payments easier. What do your customers provide by way of a payment reference? Name or first line of address perhaps?

[sunshine windows]

Hi Rob,

I request 1st line of address but don't always get it. The name is always in the reference though.

If it could work from the address, I'd make it compulsory that they provide it.

This would make a brilliant addition to the system I feel, as it would give most of us a free collection service through BACS without the hassle of keeping track of all the random payments

Cheers