Direct Debits – Step 3 – Collecting Payments

← Back to Step 2

This article describes how to collect payments via direct debit. You will need to have GoCardless set up and a direct debit mandate set up for the customer.

On an unpaid invoice

If the customer has a direct debit mandate set up with you and has an unpaid invoice, you can collect the funds immediately. Just click Invoices > Select the invoice > Click the “Bank Payment” button.

Automatically when a repeat invoice is generated

If you bill your customer a fixed amount on a regular basis you can use repeat billing to automatically create the invoice and collect the payment. Please note that a mandate will have to be authorised first.

1. Click Invoices > Repeat Invoices
   
2. Then click Create and enter in all the appropriate details.
3. At the bottom you’ll see a option labeled ‘Duration’ – simply tick ‘Collect via Bank Payment’, then press Save.
   
4. If the customer has already authorized you to collect money via direct debit then you’re done! If not you can send them an e-mail requesting permission with this screen.

← Back to Step 2