GoCardless mandates need to be set so that you have permission from the customer to take payment for any invoices raised to them.
Head to Tools > Integrations > GoCardless > Mandates.
Click on the Add new mandates link.
Select the appropriate customer from the drop-down list and hit the Request mandate button.
All requested mandates will appear in the Requested mandates table on the Tools > Integrations > GoCardless > Mandates menu. The customer will receive an email to confirm the mandate request.
For additional help, click here to view all our training options.
Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at firstname.lastname@example.org.
Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.