GoCardless for Xero

GoCardless for Xero: QuickStart Guide

• Why should my customers use Direct Debit?

Getting set up

• GoCardless for Xero video walkthrough
• Setting up your GoCardless for Xero account
• Connecting to GoCardless for Xero as an existing GoCardless user

Managing customers

• Inviting a new customer
• Matching customers in GoCardless for Xero
• Archive or Restore a Customer in GoCardless for Xero
• Advanced matching customers
• Manually syncing Xero customers to your account
• Customer mandate statuses in GoCardless for Xero

Collecting invoices

• Automating payment collection
• Adding a Pay Now button to invoices
• Manual invoice collection
• Instalment schedules
• Paying an invoice by Direct Debit using the “Pay now” button
• Retrying failed payments

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Reconciliation

• How reconciliation works
• How to reconcile GoCardless payments that were not collected via GoCardless for Xero
• Reconciliation settings
• Reconciliation reports
• How to account for overpaid invoices
• Statement balance discrepancy

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Company settings

• Changing your company name
• Managing team account access
• Invite your accountant