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