This Article will look at using existing GoCardless account in Sage Accounting

Already have an existing GoCardless account?

If you already have existing GoCardless account and you wish to link it to Sage Accounting, you will need to complete a couple of steps before you get started.

1. Match all existing mandates to the customer records.
2. Cancel the existing payment requests set up in GoCardless. 
3. Create a recurring invoice in Sage Accounting.

Why?

If you don’t cancel your subscription in GoCardless, any payments collected and included in a payout after integration will be posted as an other receipt. If you would like to pay an invoice in Sage Accounting with these funds, then you will need to complete the following:

1. Go to Sales, then Sales Invoices.
2. Locate and click on the relevant invoice.
3. Select Record Payment and fill in the details to pay the invoice.
4. Go to Banking, then click into the relevant bank account which paid the invoice.
5. Select New Entry, then Purchase/ Payment.
6. Select the Other Payment tab.
7. Leave the supplier name blank, and fill in the remaining details replicating the Sales Invoice.
    NOTE: The Ledger Account should be the same as the GoCardless Payouts default Ledger Account.
8. Click Save.

You have now recorded the Sales Invoice as paid and refunded the recorded money for that Invoice, you will just need to wait for the transaction to come from GoCardless to balance the account.

• Cancel the existing payment requests set up in GoCardless
• Create recurring invoice