After integrating with GoCardless from the Holded Store, the first step in managing your direct debits is to request a mandate.
When you send the mandate request, the bank details of those contacts you want to collect your invoices from by direct debit will be requested and processed. This will enable the option to pay via GoCardless from the invoices you create in Holded.
To request a mandate, you need to:
Access Contacts from the navigation bar.
Select the Contact for which you want to make the request.
In the contact details view, go to the Portal section and click on the Request mandate button.
In the pop-up window, enter the email address of the contact you want to send the mandate request to from the "Send to" field. Note that you can enter as many emails as you need.
Specify the Subject and Message. By default, the system provides text for the Subject and Message fields, but you can customise them if you prefer.
Also, please note that:
Once you submit the request and the customer provides their banking information, a new mandate will be generated in your GoCardless account, which will also be reflected in the Mandates view in Holded.
You will be able to view the status of the request from both the Mandates view and the individual contact's view.
Until the contact completes their banking information, the status you will be able to see is Request sent.
You can also check the date on which the mandate was requested and re-request the mandate for those contacts who, after a certain period of time, have not sent the necessary bank details to issue the direct debit, by clicking on Request new mandate.
The view of the mandates and their statuses
Once you have completed the integration, the Mandates view will be automatically enabled in the Banks section.
Once the customer has provided their banking information, a new mandate will be generated in your Gocardless account and all generated mandates will be reflected in this view. In addition, you can verify that the information for each mandate is correct by following these guidelines:
Mandate ID: check that the identifier of each mandate matches that of the contact.
Email: check the emails associated with the contact.
Status: check the status of the mandate.
Action: performs additional actions such as forwarding the mandate request to those contacts who have not yet completed their banking information.
Also, thanks to GoCardless' integration with Holded, you will be able to know the status of each of the mandates that have been set up. Below you will find details of the possible statuses of the mandates and their meanings:
Request sent: the customer has been asked to provide their banking information.
Pending in GoCardless: the mandate has not yet been signed by the customer.
In process: the mandate has not yet been sent to the customer's bank.
Pending at bank: the mandate has been sent to the customer's bank, but has not yet been processed.
Active: the mandate has been successfully processed by the customer's bank.
Failed: The mandate could not be created.
Cancelled: The mandate has been cancelled.
Expired: the mandate has expired due to inactivity.
Consumed: the mandate has been consumed and cannot be reused.
Blocked: the mandate has been blocked and cannot generate direct debits.
Finally, bear in mind that you can view the status and errors of each of the mandates you have configured from the view of the associated contact in Holded, and even from the list of Mandates accessible from the Banks menu.
It is also possible to segment the list of mandates to see those with a specific status using the drop-down in the top left corner.
Manually add a GoCardless mandate
In case you already have generated mandates for certain contacts in your GoCardless account and you want to add that mandate ID to the contact's information in Holded or you need to import or edit the ID, you need to add a mandate manually by following the steps below :
Go to Contacts from the navigation bar.
From the list of contacts, select the one you want to add the mandate to.
In the contact details view, go to the Portal section.
Access the three-dot menu (⋮) and click on Edit mandate.
In the pop-up window, enter the ID of the existing mandate for that contact in your GoCardless account.