GoCardless

What is GoCardless integration?

The goal of the GoCardless integration is to promote the automation of direct debits for the collection of your invoices.

Once you have activated the integration and added your GoCardless account as a payment method in Holded, you will be able to set up mandates and direct debit your invoices to the customers of your choice. This way, you can easily manage and update your billing information in one place.

What can you do with GoCardless/Holded integration?

Integrating GoCardless with Holded

How to integrate GoCardless with Holded

Requesting mandates, resending them, adding mandates manually, and checking them

How to send (and resend) a mandate request via GoCardless
How to edit, import, or manually add a mandate via GoCardless
How to use the Mandates view
What are the statuses of the mandates?

Generating invoices with collection via GoCardless, checking the statuses of direct debits and associated errors

How to activate collection via GoCardless when creating one-time sales invoices
How to activate collection via GoCardless when creating recurring sales invoices
What are the statuses of direct debits in GoCardless?
How to filter by statuses of direct debits via GoCardless in sales documents
How to view statuses of direct debits via GoCardless on your sales documents
How to filter recurring sales invoices with GoCardless enabled as a payment method
How to check if GoCardless billing has been enabled from your recurring sales invoices list

Modifying the data of invoices, canceling or re-issuing a payment

How to modify the details of a direct debit invoice via GoCardless
How to cancel a direct debit via GoCardless in one-time sales invoices
How to cancel a direct debit via GoCardless in recurring sales invoices
I am having problems re-issuing a direct debit via GoCardless