GoCardless

How to setup 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, 22 Feb, 2018 at 4:53 PM
How to request a GoCardless Mandate
Step 1. Head to Tools > Integrations > GoCardless > Mandates. Step 2. Click on the Add new mandates link. Step 3. Select the ...
Thu, 22 Feb, 2018 at 4:54 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 on...
Thu, 22 Feb, 2018 at 4:58 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...
Mon, 5 Mar, 2018 at 10:23 AM
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 ...
Mon, 5 Mar, 2018 at 4:10 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.  ...
Mon, 5 Mar, 2018 at 4:16 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 ...
Fri, 23 Feb, 2018 at 10:50 AM
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...
Wed, 16 May, 2018 at 11:42 AM