The aim of the integration with GoCardless is to simplify the collection of the invoices you generate with Holded by direct debit. To do this, you will need to activate the integration and configure your mandates so that you can then enable the collection of your invoices via Gocardless.
In this way, once you have activated the integration and added your GoCardless account as a payment method in Holded, you will be able to set up mandates and set up direct debits for your invoices to the customers of your choice.
This way you can manage and keep your billing information up to date in one place.
To integrate GoCardless with Holded, you need to:
Go to the menu, at the top left, and click Holded Store.
On the left side, click on Integrations. Then click on the Banks button first, and then on GoCardless.
A panel will open with the details of the GoCardless gem. There, click on Activate for free.
In the gem's configuration panel, click on Connect.
From the GoCardless registration page, connect your account by entering your credentials. Once you have connected your account, from the three-dot menu (⋮) you will have the option to access your GoCardless account directly, or even disconnect your GoCardless account.
When you activate the GoCardless gem, the Mandates view will be added to the Banking menu . You will then be able to view the mandates generated in GoCardless and related to a contact in Holded.
Finally, if you ever need to deactivate the GoCardless integration, just repeat this process and click Deactivate from the same gem.