Note: This topic applies to you if you're using GoCardless for QuickBooks. Learn more about GoCardless
To schedule Direct Debit payment from a customer, you first need to set up a mandate with the customer. If your customer already has a mandate set up in GoCardless, you can import the mandate into QuickBooks. See Import mandates for GoCardless
You can also set up a new mandate for a customer from QuickBooks. The customer must have an active email in QuickBooks.
You can request Direct Debit from customers in £ (GBP) only.
To set up a new mandate for a customer:
- Select Sales from the left navigation then Customers at the top of the page.
- To set up a mandate for one customer, find the customer you want to set up the mandate for, then from the Action drop-down, select Request Direct Debit. Note: To set up mandates for more than one customer, select the checkbox next to the customer names, then select Batch actions and select Set up Direct Debit.
- Preview the mandate request form that will be sent to your customer, and edit the email message if you wish to do so.
- Select Send. Your customer gets an email requesting them to set up and approve the mandate. They also need to fill in their details and bank information. After your customer has approved the mandate request, there is a 2-3 day processing time by the bank. After the mandate is processed, you're able to schedule Direct Debit on their invoices. You can check the status of your mandate request from the Direct Debit Mandates page. Now you can schedule your payments. See Direct Debit FAQ's if at any time you need to check the status of your mandates see Manage mandates within GoCardless
Want to learn more? Watch our video: Invite a customer to set up a Direct Debit via QuickBooks Online