Skip to content
logo Knowledgebase

Direct Debit Manager - Match GoCardless customers to your Sage 50 Accounts customers

Created on  | Last modified on 

Summary

How to match your GoCardless customers to your customers in Sage 50 Accounts.

Description

You can integrate with GoCardless to take Direct Debit payments from your customers.

If you already use GoCardless, match your customers to Sage 50 Accounts to manage payments from within the software and automatically post payments and fees.

We'll run you through the steps below on how to match your customers.

Resolution

How to match customer accounts

When you first connect Direct Debit Manager to your GoCardless account, you're prompted to match customers. You can also do this later from Company Preferences, including for any new customers added in GoCardless.

  1. On the menu bar, select Settings then select Company Preferences.
  2. Press the GoCardless for Sage 50 tab then select Match.

    Any GoCardless customers not matched to a Sage 50 Accounts customer record are listed.
    Potential matches automatically populate based on the Direct Debit email address held in the customer record.

  3. To match a customer, select the Sage A/C dropdown and select the relevant customer record. If you need to create a new customer record, press New.

    If you don't want to match a customer, leave the Sage A/C column for that customer blank. This customer record will appear if you return to this window in the future.

  4. Press Save.

TIP:

If you’ve linked a mandate to the wrong Sage 50 Accounts customer, you can delink and then link to the correct mandate.

 

 

 

 

 

Image

Keep your employees smiling
You can offer your people more with Sage Employee Benefits, which makes it easy to provide health and wellbeing benefits, and a range of discounts on shopping, holidays, and family activities.

Find out more

Image