Schedule direct debit mandates for GoCardless in QuickBooks

Mandates are required before you can take direct debit payments. This is an agreement between you and your customer that authorises you to collect money due from their bank account via direct debit. If you haven’t already, here’s how to set up a mandate for a customer.

Schedule direct debit payments

1. Create or open an invoice for a customer who has an active GoCardless mandate.
2. In the right-hand Payment methods panel, under Charge direct debit, you’ll see GoCardless — 1% per transaction with a toggle. Turn it on.
3. Fill in the line items with all the necessary details, along with terms of payment and due date.
4. Select Save and send. Or select Save to send the invoice later. If this is a recurring direct debit, select Make recurring at the bottom of the invoice, schedule the interval, then select Save template.

Note: GoCardless and Accept online payments (Cards) are mutually exclusive on the same invoice. Turning on GoCardless automatically turns off Cards, and vice versa.

Important: Once an invoice is scheduled via GoCardless, it can’t be edited in QuickBooks. Any changes — amount, due date, line items — must be made directly in your GoCardless dashboard.

More help

• Get started with GoCardless in QuickBooks Online
• Review or update GoCardless settings in QuickBooks