Step by step
- Connect GoCardless first in Administration › Integrations.
- Open the customer and click the Contracts & invoices tab (Invoices for client companies). The Direct Debit box is under the invoices.
- Press Direct Debit link for this customer.
- Copy the link shown under "Send this link to the customer:", or click Email it to … to open an email to the billing email address.
- The customer fills in their bank details on the GoCardless page.
What the box tells you
"Invited: waiting for the customer to complete the GoCardless page." The link has been made but not finished yet.
"Active (bank): issued invoices are collected by GoCardless on their due date." All done.
"Not set up (reason). Send a new link." The mandate failed or was cancelled; press the button again for a fresh link.
Who can see it
Only owners and admins (the tab is theirs only), and only when GoCardless is connected.
Works together with
- Connect GoCardless (Direct Debit)Collect invoices by Direct Debit into your own GoCardless account. Customers sign a mandate once; each invoice is then collected on its due date and marked paid here.
- InvoicesCreate invoices from finished jobs or from scratch, issue them with your numbering, send the PDF or send them to Xero, record payments and correct mistakes with credit notes.
- Change a customer's detailsUpdate the name, billing email, address, VAT number, payment terms, cost limit, response time or type of a company.