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 require a GoCardless account to use this feature.  

How to set up and use the GoCardless integration

In the situation where you have existing mandates in your GoCardless account, you are able to link these to existing customers in Clear Books. This guide explains how to do so.

Alternatively, you can request new Direct Debit mandates from within Clear Books.

How to request a Direct Debit mandate

Step 1.

Head to Tools > Integrations > GoCardless > Mandates.

Step 2.

Under the Link Existing Mandates heading, you are able to select the relevant customer where you can input the Mandate ID shown on your GoCardless account. 

Alternatively, you can upload a CSV file by clicking on the Browse button. You can download a template using the link to view the required data.  The file requires contact ID, mandate ID and company name. You can export a list of customers from the Tools > Export menu which will show the contact ID for each Clear Books customer.

Click on the Submit button to complete your action. 

To find your mandate id in GoCardless:

  1. Login to your GoCardless account.
  2. Head to the Customers tab.
  3. Click on the appropriate customer name.
  4. Click on bank account for the customer.
  5. Click on the active Mandate.
  6. The Mandate number is shown at the top of the menu.