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Intuit
3 helpful votes

Manage mandates within GoCardless

Note: This topic applies to you if you're using GoCardless for QuickBooks. Learn more about GoCardless

You can view all your mandates from a central location—the Direct Debit Mandates page.

On this page you can view all customers who have mandates, including the status of their mandates. Depending on the state of the mandate, different actions are available to you.

To view and manage mandates:

  1. Click the Gear icon next to your company name and select Lists > All Lists.
  2. Click Direct Debit Mandates. A list of customers, who have mandates or are in the process of getting set up with mandates, (along with the status of their mandates), appears.
  3. Depending on the status of the mandate, you can use the View Customer drop-down or the available links to perform the necessary action.

If you need to cancel or remove a mandate from QuickBooks Online, this will have an impact on the mandate that is held with GoCardless so please check and this step is necesary before you continue.

 

Mandate State Available Action
Remove Set up a new mandate
Mandate request email sent;awaiting customer Re-send mandate
Active View customer > Cancel mandate

 

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