If an invoice has not been scheduled in DDCMS after linking a Xero contact to a Direct Debit contract, or has been assigned to the wrong contract, the contact may be linked incorrectly.
This can happen if:
A bulk link was created using duplicate email addresses.
A Xero contact was updated after linking.
The Xero contact is linked to the wrong DDCMS contract.
If invoices have been collected successfully for this contact before, the link is unlikely to be the issue. In this case, refer to Xero: Invoice Payment Not Scheduled for Collection in DDCMS.
đNote: Invoices created and approved before the contact was linked will not be imported automatically. To collect these invoices, make a small edit to the invoice in Xero so it can be identified and scheduled for collection.
Check the Xero contact link
To confirm that the Xero contact matches the contact in the Middleware:
In Xero, open the contact and copy the URL. The URL begins go.xero.com/Contacts/View/ and contains the contact ID.
Log in to the Middleware using your Xero credentials.
Select Manage Contracts and then Import.
Enter the company or contact name in the Search field.
Select Company or Customer from the Search By list.
Click Filter.
Click View/Unlink against the contact.
Check that the contact ID in the Middleware URL, beginning https://app.xo.eazycollect.co.uk/import/, matches the contact ID in the Xero URL.
Check the DDCMS contract link
If the contact matches in Xero and the Middleware, check that it is linked to the correct Direct Debit contract.
On the View/Unlink page, review Eazy Collect Customer Name and Eazy Collect Email.
Return to the Import page and review the Suggested Link column.
Confirm that Contract Exists is displayed and that the correct contract reference is shown.
If the customer details or contract reference are incorrect, the Xero contact is linked to the wrong DDCMS contract.