With Sage 50 Accounts v28.1 and above you can integrate with GoCardless to take payment from your customers using Direct Debit.

If you use Sage Drive, to set up Direct Debit manager, you must be on the main site. Read more

NOTE: If you already have a GoCardless account, please follow the article Set up Direct Debit Manager using an existing GoCardless account.

1. Open Sage 50 Accounts and logon as MANAGER.
2. On the menu bar click Settings then click Company Preferences.
3. Enter your Password then click OK.
4. Click GoCardless for Sage 50 then click Let's get started.
5. Click Next and enter and confirm your Email, then click Next.
6. Complete the Security check window, then if required, click x to close the window.
7. Click Create GoCardless account.
8. Enter your details and click Create & connect to your GoCardless account and close the confirmation window.
9. Enter the following details:

   Direct Debit Manager bank account	This represents the GoCardless bank account. Money is received into this account before being transferred to your nominated bank account.
   Nominated bank account	This is your bank account that receives money from GoCardless, for example your current account.
   Fees nominal code	The nominal code your direct debit fees post to.
   Fees tax code	The tax code to post the Direct Debit fees with.
   Charge date	Requested payments can take 3 to 4 working days to reach your account. Enter how many days in advance of the invoice due date you wish to request payments. To request payments on the invoice due date choose 0 days. Read more

10. Click Next then click Finish.

You now receive an email from GoCardless to select the required package and verify your account. Please check your emails and click on the link in the email to complete the process.

You've now created your GoCardless account and integrated it with Sage 50 Accounts. To setup direct debits with your customers you must now request a mandate and send your customer a direct debit request.