Step 1.


Head to Sales > Invoices.



Step 2.


Click on an unpaid invoice number.



Step 3.


Under the Payment history table click on the mandate request link below the Active GoCardless mandates header.



You will now be re-directed to the Tools > Integrations > GoCardless > Mandates menu.


Step 4.


The customer will be pre-filled in the drop-down box click on the Request mandate button to email the customer.



All requested mandates will appear in the Requested mandates table on the Tools > GoCardless > Mandates menu. You have the ability to cancel or re-send the request in the Options drop-down list.



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 support@clearbooks.co.uk.


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.