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Direct Debit - Get started

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Summary

How to integrate Sage 50 Accounts with GoCardless to take payment from your customers using Direct Debit.

Description

 


This guide explains how to get started with Direct Debits in Sage 50 Accounts. If it doesn't answer your question, you can find further help in our Banking Help Centre >

NOTE: Gocardless have a £5000 limit by default, this can be raised higher by contacting GoCardless directly.


Set up your software

To set up Sage 50 Accounts for GoCardless you can either link to an existing GoCardless account or create a new one during the setup process.

NOTE: Just be aware that if you use Remote Data Access, you can only set up and process direct debits using the Direct Debit Manager from the main site on v27.2 or below.

For further details of how to setup Sage 50 Accounts for GoCardless, please refer to:

Verification during set up

During the set up process you are sent an email by GoCardless for you to select your pricing package and verify your details:

  1. Check your emails and click the link supplied.
  2. Follow through the verification process, including:
    • Select your GoCardless package
    • Enter your company details
    • Enter your director details
    • Enter your contact details
    • Connect to your bank
    • Upload your logo, if required
  3. Once complete, click Submit details.

Pricing

For details on pricing, please visit the GoCardless - Pricing plans.


Next steps

Once you've integrated your GoCardless account with Sage 50 Accounts, to set up new direct debits with your customers you must now request a mandate and send your customer a direct debit request.


  More support and information is available 

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