Collect payments by GoCardless direct debit

Collecting payments by direct debit means that you can take a payment from a client directly from their bank.

You must have a GoCardless account set up and you must have set up a direct debit mandate for this customer.

Collect GoCardless direct debit payment for an unpaid invoice

If you have an existing direct debit mandate with a customer who has an unpaid invoice, you can collect payment immediately.

1. Go to Invoices and select the required invoice.

2. Select Direct Debit.

Collect GoCardless payments for a repeat invoice

If you bill your customer a fixed amount on a regular basis you can use repeat billing to automatically create the invoice and collect the payment.

1. Go to Invoices (take me there in the app) and select Repeat Invoices.

2. Select Create. Complete Purchase Order and Description, then select the Customer from the list.

3. From the Duration section, select Collect Via Direct Debit then select Save. If the customer has authorised a direct debit mandate, the process is complete. If not, you can send an email requesting permission.