The GoCardless and Xero integration enables you to get paid on time by taking payment for your invoices by Direct Debit and save time by automatically reconciling payment and fees within your account.
GoCardless for Xero is an app which connects your Xero and GoCardless accounts. This means you need to have both a GoCardless account and a Xero account, and you will be asked to create a ‘GoCardless for Xero’ account when you first sign up.
You can sign up for the free app on the GoCardless website here. If you don’t have a GoCardless account you can create one when you sign up.
Existing GoCardless users moving to GoCardless for Xero
You can import all your existing GoCardless mandates to GoCardless for Xero.
However if you have been using GoCardless on its own, or with another integration, and have recurring payment plans or subscriptions setup, there is a chance that when connecting to GoCardless for Xero, you will potentially raise duplicate payments.
For this reason, we strongly recommend that all subscriptions existing in GoCardless should be cancelled when setting up GoCardless for Xero. Directli can help have these cancelled silently, without notifying your customers, so that they don't know any changes have been made.
Read more here.
You can enable Direct Debit for your Xero customers by asking them to complete a Direct Debit mandate. Read about how to do this here.
Taking a payment
Once enabled for a customer you can take payment for any invoice by Direct Debit. You can also add a Pay Now button to your invoices Read about how to do this here.
GoCardless for Xero has an accountant's function, which enables accountants to manage client accounts on their behalf, without managing multiple log ins. Read more about this here.
Managing your settings
GoCardless for Xero allows you to fully automate your payment collection and reconciliation. This means that you can automatically invite your new Xero customers to set up a Direct Debit mandate and automatically collect payments on the invoice due date. You can read more about these settings and how to change your preferences here.
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