A GoCardless Mandate is an agreed amount of money that your customer allows you to take payment for their invoices from. This guide explains how to take the payments automatically.
Head to Tools > Integrations > GoCardless > Settings.
Tick the check-box next to the Automatic payment requests when mandate available text. Click on the Save button to complete.
Once enabled this setting will check if the customer has any active mandates.
The system will then apply payment from these mandates to any existing invoices which have an amount less than that of the mandate.
The system will also apply payment from active mandates to any invoices created in future with amounts less than that of the mandate.
Technical support is available from Monday to Friday, 9 - 5.
We also welcome you to 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.