Solution Properties
Solution ID:
230815094600367
Last Modified Date:
Wed Apr 22 15:01:21 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Using GoCardless with an existing account
Description

To link an existing GoCardless account to Sage Accounting, complete some steps before you start:

▼ Match existing mandates to the customer records

Read our article, manage GoCardless, for guidance on assigning existing mandates

▼Check existing payment requests

When you integrate GoCardless with Sage, you can have active payment requests in Pending Submission status.

Check these first, because any payment imported from GoCardless before integration won’t allocate automatically. You can:

  • Wait until the payments process, then integrate GoCardless with Sage Accounting
  • Complete the integration now, then follow Dealing with unallocated transactions from GoCardless to allocate any unallocated transactions
Cause
Resolution

Dealing with unallocated transactions from GoCardless

If you don’t cancel your subscription in GoCardless, any payments collected and included in a payout after integration post as an other receipt.

You'll have to mark the invoice as paid manually, then reverse the other receipt:

  1. Go to Sales, then Sales Invoices.
  2. Locate and select 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 that 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:

    Use the same Ledger Account as the GoCardless payouts default ledger account.

  8. Select Save.

You've recorded the sales invoice as paid and reversed the other receipt. Any future payments are automatically allocated with GoCardless, provided the customer has an active mandate assigned. 

Steps to duplicate
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