How to request a GoCardless payment

GoCardless collection lets you request direct debit payment on issued invoices. See how to set up online payments and how to track payments and allocations.

Before requesting payment

1. Connect GoCardless in Settings → Payment Methods.
2. Ensure the client has an active mandate or can complete mandate setup.
3. Open an issued or sent invoice with an outstanding balance.

Request payment

1. Select Collect with GoCardless on the invoice.
2. Review the amount and mandate status shown.
3. Confirm the collection request.