Automating payment collection (GoCardless for Xero)
Please note: Automation applies to invoices with Direct Debit as the payment method. Learn more in How to collect payments.
You're able to automate the collection of invoices for all or a selected group of your customers through GoCardless for Xero. Here's how to set this up.
1. Automate payment collection for all customers
- Open the Settings page
- Navigate to the Direct debit automation section
-
Toggle Get paid automatically when invoices are due on/off
2. Automate payment collection for a select group
The ability to automate payment collection for a selected group of customers utilises Xero's branding theme feature. Branding themes can be set up within Xero via the Invoice settings section.
To automate payment collection for a specific branding theme in GoCardless for Xero:
- Open the Settings page
- Navigate to the Payment methods section
- Click on the settings icon beside the payment method and toggle Automatic payments on/off for a branding theme
- Click Save changes
You can also turn off automatic payment collection for individual customers. To do this, go to the Customers page and click on the Actions tab next to a customer name. Then simply toggle automated payments off as desired.
Please note: If automated payments are off at a global level, this will override the individual setting.
3. Disable a single customer from automatic payments
There may be a few individual customers that you do not want automatic payments turned on for. You are able to turn of this setting for specific customers from the GoCardless for Xero dashboard.
- Click the Customers tab in your left menu bar
- Find the customer that you'd like to disable automatic payments for and click the actions button on the right hand side
- Toggle the slider so automatic payments is deactivated