If you already have a GoCardless account, you can link existing mandates to your Sage Accounting customers. Follow the steps below.

1. Go to Settings, then click Apps and Connections.
2. Select GoCardless.
   
   NOTE:

   This is where you will see if you have any mandates to assign. 

    

3. Click Assign existing mandates.
4. You’ll see your Sage Accounting customers.
5. Select Auto match by email to match mandates, or use the dropdown to manually find and match a customer.
6. Once complete click Next.
7. Review all information and mandates that have been associated with Sage Accounting and click Assign Mandates.

After integrating, create new mandates for customers within Sage Accounting. Follow the steps below to request and set these up.

1. Go to Settings, then click Apps and Connections.
2. Select GoCardless.
3. Select the Request new mandate.
4. A Request new mandate box will appear, select the customer from the dropdown list.
   
   NOTE:

   The main contact receives this by email. To change the recipient, update the email address in the customer record.

    
5. Click Send Email.

This will send a Direct Debit mandate request to the customer's email requesting them to complete the Mandate request. 

If you unassign a mandate, you can’t set up automatic Direct Debits. Any active recurring invoices will pause and need manual action.

1. Go to Settings, then click Apps and Connections.
2. Select GoCardless.
3. Locate the Customer and then click Actions.
4. Click Unassign mandate.
5. A message appears confirming you wish to go ahead, click Unassign mandate.

You can create a sales invoice and a mandate directly from the GoCardless menu by following the steps below:

1. Go to Settings, then click Apps and Connections.
2. Select GoCardless.
3. Locate the Customer and click Actions.
4. Select Create Sales Invoice.
5. Confirm the details are correct for the customer and complete the remaining details for the invoice.
6. Under Payment Services, select Use Direct Debit.
7. Click Save and confirm the setup of the direct debit.

You can create a mandate directly from a recurring invoice, to do this follow the steps below:

1. Go to Settings, then click Apps and Connections.
2. Select GoCardless.
3. Locate the Customer and click Actions.
4. Select Create Recurring Invoice.
5. Check the customer details and complete the remaining invoice information, then select Use Direct Debit to proceed.
6. Click Save and confirm the set-up of the direct debit.
7. When confirmed click Send email.

8. A confirmation box appears. Select Yes, set up Direct Debit to proceed.

After completing the process, a message appears at the top of the recurring invoice confirming the Direct Debit request was sent.

If you wish to disconnect from GoCardless for whatever reason it’s an easy process, follow the steps below:

1. Go to Settings, then click Apps and Connections.
2. Select GoCardless.
3. Scroll down and under Manage Connection you’ll see you’re connected to GoCardless.
4. Click Disconnect.
5. A warning will appear confirming if you wish to disconnect from GoCardless.
6. Click Yes, disconnect to confirm.

Once disconnected you’ll get a confirmation message stating "Disconnected from GoCardless, You no longer have access to automatic payments".

To change where GoCardless fees are recorded or payouts are transferred, follow the steps below.

1. Go to Settings, then click Apps and Connections.
2. Select GoCardless.
3. Scroll down to the bottom of the page.
4. You’ll see the options for fees and payouts.
5. Click Edit, this will allow you to change the options.
6. Click Save to confirm those changes.