Set up Direct Debit mandate
Customers can elect to pay you a set amount via direct debit. This can be a single or multiple payments, depending on what has been agreed. In order to achieve this, you must send a direct debit mandate to the applicable customer. This is sent via an email containing a link to a form that the customer must complete.
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Go to Customers (take me there in the app), then select the required customer.
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Select the Other Info tab and select Direct Debit Mandate.
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Enter in the maximum amount that you want to be able to collect from this customer.
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Select the time frame over which the amount can be taken - Monthly Limit, Quarterly Limit or Yearly Limit.
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Enter a Title and Description for the mandate. These will appear in the email sent to the customer.
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Select Send Email. A draft email is shown which can be amended before clicking Send. You will receive an email from GoCardless once the customer has completed the direct debit mandate and the mandate will be displayed on the Other Info tab.
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You can now debit the customer’s account on demand! When the customer sets up the mandate, the Other info tab will show the mandate is set up and together with the maximum amount.