To learn more about the integration with GoCardless, check out this article
Get there
- Access Sales from the navigation bar
- Select Invoices
Enabling GoCardless payment 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.
Enabling GoCardless on one-time sales invoices
- Click on New invoice
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
- 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
Enabling GoCardless on recurring sales invoices
- Go to Recurring invoices
- Click on the + button
- Provide the requested information in the fields in order to generate your recurring invoice
- Go to the Payment details section
- Under Accept payments online, check the box allowing the payment via GoCardless
- Save the invoice
If you activate GoCardless together with automatic invoice creation, the direct debit will be systematically performed via GoCardless on the due date of each automatically generated invoice. If you subsequently want to review, edit the payment method of your invoices, and convert them manually, we suggest that you leave the automatic invoice creation option disabled.