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Management function for direct debits (GoCardless)

  • David Cassidy shared this idea 6 years ago
  • Payments/Billing
  • 2 Comments


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Currently the only way to set up a direct debit is to pay for an invoice. I'd like to see a management feature similar to what exists for credit cards where mandates can be set up in advance. This will be useful for existing clients who want to create a mandate for future payments without having to wait for a new invoice to be generated first. It would also give them the ability to easily cancel the mandate from there as well.

2 Comments

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David Cassidy commented 4th April 24
That’s what I currently have to do, which involves sending the URL to the client, then having to manually import it and link it to the clients account. Doing it like the suggestion in this ticket would mitigate any manual intervention required as the client can fully manage it themselves.
Josh Martin commented 5th January 24
I know this is several years old, but there is a workaround for this currently. When you sign up with GoCardless you'll get a link that's specific to your company where customers can set up their ACH mandates directly in GoCardless. It's on their URL but has your company branding. When they do that you can import the mandate through the GoCardless gateway module settings under System Settings > Payments > Payment Gateways > GoCardless > Import Existing Mandates