Before activating GoCardless on an invoice
To collect an invoice via GoCardless:
The integration must be activated.
The gateway must be connected in Settings > Invoicing > Payment methods.
The contact must have an active mandate.
☝🏼 If the contact does not have an active mandate, the checkbox will appear disabled.
Activate GoCardless on a one-off invoice
Go to Sales > Invoices.
Click New invoice.
Complete the required details.
Go to Payment information.
Check the GoCardless box under Collect online.
Click Save.
Once you save the invoice, the direct debit collection will be scheduled automatically.
Activate GoCardless on a recurring invoice
Go to Sales > Recurring invoices.
Click the + button.
Complete the required information.
In Payment information, check the GoCardless box.
Save the invoice.
If automatic invoice creation is enabled, each generated invoice will be collected via GoCardless on its due date.
Activate GoCardless on an already created invoice
If you have already created an invoice and later decide to collect it via GoCardless, you can still do so.
Although the invoice itself cannot be modified due to Anti-Fraud regulations, it is possible to change the payment method.
To do this:
Go to Sales > Invoices.
Open the invoice.
Click the three-dot menu (⋮).
Select Edit.
In Payment information, check the GoCardless box.
Click Save.
☝🏼 This option will only be available if the contact has an active mandate and the integration is properly configured.
Check the payment status
You can check the status of the direct debit from the invoice list.
For more information about the different statuses, see the article:
GoCardless: direct debit payment statuses.