GoCardless

How to set up the GoCardless integration
The GoCardless integration supports Standard, Plus, and Pro accounts. GoCardless is only available for accounts where the base currency is set as GBP (£).  ...
Thu, 5 Jul, 2018 at 9:35 AM
How to request a GoCardless Mandate
GoCardless mandates need to be set so that you have permission from the customer to take payment for any invoices raised to them. Step 1. Head to Tools...
Thu, 12 Jul, 2018 at 2:11 PM
How to request a GoCardless Mandate from an invoice
Step 1. Head to Sales > Invoices. Step 2. Click on an unpaid invoice number. Step 3. Under the Payment history table click ...
Thu, 21 Jun, 2018 at 3:30 PM
How to change the GoCardless bank account, transaction fee and payment method
When a payment is collected via GoCardless for an invoice, the system will allocate a payment against the invoice automatically. The system will also create...
Thu, 21 Jun, 2018 at 3:30 PM
How to take payments from GoCardless Mandates automatically
Step 1. Head to Tools > Integrations > GoCardless > Settings. Step 2. Tick the check-box next to the Automatic payment requests when ...
Thu, 21 Jun, 2018 at 3:30 PM
How to collect payment from GoCardless Mandates for recurred invoices automatically
Step 1. First, make sure you have successfully set up your GoCardless Mandates. Step 2. Navigate to Sales > Invoices > Recurring.  ...
Thu, 21 Jun, 2018 at 3:30 PM
GoCardless Overview
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 ...
Thu, 21 Jun, 2018 at 3:31 PM
How to link existing GoCardless Mandates to existing customers into Clear Books
GoCardless is a direct debit payment merchant which will allow you to take payments for invoices within Clear Books. In the situation where you have existin...
Thu, 21 Jun, 2018 at 3:29 PM