NOTE: To send a mandate request to a specific customer, please refer to this guide >

Generate a mandate link

1. On the menu bar click Settings, click Company Preferences.
2. If prompted, enter your password then click OK.
3. Click GoCardless for Sage 50 then under Mandate link click Link.
4. To copy the link to your clipboard, click Copy to clipboard.
5. Paste the mandate link where you want to use it, for example, your web page or customer email. You could use this link when creating a button or hyperlinking text.

   NOTE: This link remains valid until you delete it within the Mandate Link window.

6. To close the Mandate link window click Close, then click OK.

When customers click the link they are directed to a page where they can set up a Direct Debit mandate. When new mandates are created, you must match these to your customer records in Sage 50 Accounts before you can start requesting payments.

Match mandates to customer records

If you click Request mandate or Request DD payment you're automatically prompted the first time there are new mandates to match. If you don't match them at that point, you can check for new mandates at any time in Company Preferences.

1. On the menu bar click Settings, click Company Preferences.
2. If prompted, enter your password then click OK.
3. Click GoCardless for Sage 50 then under Match customers click Match.
4. For each mandate you want to link, in the Sage A/C column select the customer record.
5. To match the mandates click Save, click Close then click OK.

You're now ready to request direct debit payments from your customer.