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 set up a recurring invoice template to take payments from a mandate automatically, each time an invoice is recurred.

Step 1.

First, make sure you have successfully set up your GoCardless Mandates.

Step 2.

Navigate to Sales > Invoices > Recurring

Step 3.

Click on the Create Recurring Invoice Template button.

Step 4.

Fill in all the required details of the recurring template. 

At the bottom of the page select, GoCardless as the bank account in the Bank details to display drop-down box and tick the Attempt to collect money automatically from customer checkbox.

It is important to use the Bank details to display drop down box and not the Create payment on recurrence option.


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