To learn more about the integration with GoCardless, check out this article
- Go to Contacts from the navigation bar
- From the list of contacts, select the one for which you want to make the request
- In the contact details view, go to the Portal section
Keep in mind that if you have contacts with a mandate already generated in your GoCardless account, you will simply need to edit or import their identifier.
Requesting a mandate via GoCardless
This is the first step in managing your direct debits through GoCardless. When you send the mandate request, the bank details of those contacts you want to collect your invoices by direct debit will be requested and processed. This will enable the option to pay via GoCardless from the invoices you create in Holded.
- Click on the Request mandate button
- In the pop-up window, enter the email of the contact you want to send the mandate request to from the Send to field
You can enter as many e-mail addresses as you need
- Specify the Subject and Message
The system provides a default text for the Subject and Message fields, but these are fully customizable. So you can change them if they do not suit your needs.
- Click on Send
Once you submit the request and the client provides their banking information, a new mandate will be generated in your GoCardless account, which will also be reflected in the Mandates view in Holded. From both the Mandates view and the contact's view, you will be able to view the status of the request. Until the contact completes their banking information, the status will be Request sent.
You can check the date on which the mandate was requested. You also have the option of requesting again the mandate for those contacts who, after some time, have not sent the necessary bank information to issue the direct debit by clicking on Request new mandate.