Manage GoCardless

When you first set up GoCardless within Sage Accounting, you have a couple of different options which can allow you to Assign existing mandates or Request new Mandates. You can request payment in the form of Direct Debit when creating a sales invoice (standalone or recurring) when the chosen customer has an Active Direct Debit. There's a limit of £5000 that can be requested per payment for more information visit Transaction Limits (opens in a new tab).

Assign existing mandates >

If you have an existing GoCardless account you can assign your existing mandates to customers you have already created in Sage Accounting, follow the steps below to do this:

Go to Settings, then click Apps and Connections.
Select GoCardless.
NOTE: This is where you will see if you have any mandates to assign.
Click Assign existing mandates.
You will see a list of existing customers in Sage Accounting, from here you can click Auto match by email which will match the mandates from GoCardless to customers in Sage Accounting or you can manually search for the customer by clicking on the drop-down and selecting the relevant customer to match the mandate to.
Once complete click Next.
Review all information and mandates that have been associated with Sage Accounting and click Assign Mandates.

After creating all mandates, a list showcasing customer details and mandate status will become visible on the GoCardless Direct Debits page.

For a particular invoice please log in to your GoCardless account and follow these instructions, Cancel a Subscription.

Request new mandate >

Once integrated, if you've created a new account or wish to establish mandates for additional customers, you must do so within Sage Accounting. You can request these setups by following the steps below:

Go to Settings, then click Apps and Connections.
Select GoCardless.
Select the Request new mandate.
A Request new mandate box will appear select the customer from the drop-down list.
NOTE: The main contact will receive this via email, to change the recipient and update the email address in the customer record.
Click Send Email.

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

Unassign a mandate >

If you decide to Unassign a mandate, you'll lose the ability to set up automatic Direct Debit payments for that customer. Any active recurring invoices using Direct Debits will pause, requiring you to take corrective action.

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

The Mandate has not been unassigned from this customer.

Cancel mandate >

Create a single Sales Invoice mandate >

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

Go to Settings, then click Apps and Connections.
Select GoCardless.
Locate the Customer and click Actions.
Select Create Sales Invoice.
Confirm the details are correct for the customer and complete the remaining details for the invoice.
Under Payment Services, click the "Use Direct Debit" option.
Click Save and confirm the set up of the direct debit.

Create a Recurring Sales Invoice >

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

Go to Settings, then click Apps and Connections.
Select GoCardless.
Locate the Customer and click Actions.
Select Create Recurring Invoice.
Confirm the details are correct for the customer and complete the remaining details for the invoice, then click the “Use Direct Debit” option.
Click Save and confirm the set-up of the direct debit.
When confirmed click Send email.
A box will appear asking to confirm you wish for the Direct Debit to be set up click Yes, set up Direct.

Once you complete the process, a message will appear at the top of the recurring invoice, indicating the Direct Debit request has sent.

Disconnect from GoCardless >

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

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

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

Editing GoCardless fees and payout Ledgers >

If at any point you would like to change where you would like GoCardless Fees to be recorded or payouts to be transferred to, follow the steps below:

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