To learn more about the integration with GoCardless, check out this article
Access the invoicing editor as usual
Alternatively: Go to Contacts > Choose the contact for whom you want to create the invoice > In the contact details view, click on the + button > Select the Invoice option
Enabling GoCardless billing on your invoices
It is important that the contact you include in the invoice has a mandate configured in GoCardless, otherwise, you will not be able to enable this payment option.
This allows you to easily collect your invoices by direct debit via GoCardless and to be informed at all times of the status of direct debits.
- Fill in the necessary fields to create your invoice
- Go to the Payment details section
- Under Accept payments online, check the box allowing the payment via GoCardless
- Save the invoice
After checking the GoCardless option, the invoice will be scheduled for collection by direct debit via GoCardless.
You can always check the status of GoCardless for direct debit collections you have set up