To enable charging, it is important that the contact to be included in the invoice has a mandate configured in GoCardless. Otherwise, it will not be possible to enable this charging option.
To activate GoCardless for one-off sales invoices, you have to:
Access Sales from the navigation bar.
Select Invoices.
Click New Invoice.
Fill in the required fields when creating the invoice.
Go to the Payment Information section.
Under Charge Online, check the GoCardless box.
Save the invoice.
After ticking the GoCardless option, the invoice will be set up for direct debit collection via GoCardless.
Please note that you can always check the status of the direct debit payments you have set up.
To activate GoCardless on recurring sales invoices, you have to:
Go to Sales from the navigation bar.
Go to Recurring Invoices.
Click the + button
Provide the required information in the fields to generate the recurring invoice.
Go to Payment Information
Check the GoCardless box under Collect online.
Save the invoice
If you activate GoCardless in conjunction with automatic invoice creation, direct debit will be systematically set up via GoCardless on the due date of each automatically generated invoice.
However, if you subsequently wish to review, edit the payment method and convert invoices manually, we suggest that you leave the automatic invoice creation option deactivated.