GoCardless is a Direct Debit payment merchant which will allow you to take payments for invoices within Clear Books. The system will mark these invoices as paid and apply the GoCardless fee automatically.
You need to agree Direct Debit mandates with your customers before you can take any payments.
This guide explains how to set up a recurring invoice template to take payments from a mandate automatically, each time an invoice is recurred.
Navigate to Sales > Invoices > Recurring and click on the Create Recurring Invoice Template button.
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.
The GoCardless payment process will take between 5-7 days from the date the recurred invoice is generated. When payment is received Clear Books will automatically mark the invoice as paid, this payment will use the GoCardless bank account unless you have changed this in the settings.
The status of payments can be viewed on the Tools > Integrations > GoCardless > Payments menu. You can cancel GoCardless payments by using the 'Manage' drop down field, however, you have up until 4pm, two working days before the charge date.
GoCardless Transaction fee