Skip to main content
Logo
Identify a payment Support GoCardless
  1. Support Centre
  2. Customers
  3. Adding customers

Restricted mandates

Restricted mandates require customers to approve future payments and subscriptions. They are a great way to provide extra reassurance to customers who may not be comfortable completing an authorisation where they’re not in full control of when payments are being collected from their account.

  1. How a restricted mandate is set up

  2. How to identify a restricted mandate

  3. How a customer approves a payment or mandate

How a restricted mandate is set up

A restricted mandate is created when selecting the option to ‘Require customer to approve each payment’. This option is available:

  • In the Advanced options when adding a customer by email via the Add customers button.

  • When creating a paylink

  • When inviting a customer to a plan via the Email option.

How to identify a restricted mandate

  1. Checking a customer’s mandate details

  2. When creating a new payment or subscription for a customer

  3. Via the status of the payment / subscription

1.  Checking a customer’s mandate details

  1. Navigate to the customer’s page in your dashboard

  2. Click on their bank account

  3. Click on their active mandate reference

  4. On the mandate details page you will find the payments require approval field

If the payments require approval field is ‘’true’’, the customer needs to approve each one-off payment and/or subscription created for them.

2. When creating a new payment or subscription for a customer

If a customer is required to approve a payment or a subscription you will be advised of this in the payment or subscription creation window.

A message will pop up on the creation window letting you know that we will email the customer to approve this payment / subscription.

3. Via the status of the payment / subscription

A pending customer approval status will be visible next to the payment/subscription on the customer’s overview page until the customer approves it.

You can search for the status on the payments page or on your subscriptions overview page (manage.gocardless.com/subscriptions) by changing the ‘any status’ filter to pending customer approval.

In addition to this, you will be able to view the pending customer approval status next to any payments that are in the pending customer approval status on the individual customers page. By clicking on the payment you will be able to see the pending customer approval status stated in the payment timeline.

Please note: The charge date specified (in the Details section) is the current charge date if the customer were to approve the payment/subscription at that time.

Once the customer approves the payment, the payment will begin processing and the status will change to pending submission and the status dot will turn yellow.

The payment timeline will also update and show customer approval granted.

How a customer approves a payment or mandate

Customers will receive an email with an ‘’Approve payment’’ button, which they must click before the payment or subscription can begin processing.

Was this article helpful?
  • Promoted articles

    • Credit card payments
    • Bulk importing payments
    • Overview of payment statuses
    • Refund a payment
  • Recently Added Articles

  • Top Articles

API Documentation

Our detailed docs have everything you need to know about using our Payments and Bank account data APIs

View documentation

Need help identifying a payment?

Seen ‘GoCardless Ltd’ on your bank statement? Use our secure tool below to find out more.

Payment Lookup

Need support?

Contact

Our support team are available 24/7 to answer any questions you may have.

Quick links

Knowledge base
Visit GoCardless.com

About GoCardless

Legal
Privacy
Security
Blog

Support

Contact support
Complaints
Contact sales

Seen ‘GoCardless Ltd’ on your bank statement?

Identify a payment

GoCardless Ltd, 55 Collins Street, Melbourne VIC 3000, Australia


GoCardless Ltd (company registration number 07495895) is registered as a foreign company in Australia, ABN 17 606 261 74, and holds an Australian Financial Services licence (AFSL), number 478976.





English (AU) Deutsch English (CA) English (GB) English (NZ) English (US) Español Français
Search help articles
https://gocardless.com/en-au/partner-with-us/
/hc/theming_assets/01JKARFYGKK1KBMBMT9CC1BV8G
Partner with us
Partner with us to shape the future of payments.
custom
https://gocardless.com/en-au/stories/
/hc/theming_assets/01JKARFYZ7DNZC3PC7YMW92YZ4
Customer Stories
GoCardless helps thousands of businesses with their payments everyday.
custom
https://gocardless.com/payment-lookup/
/hc/theming_assets/01JKARFZAEXTV1RTZ2VZNFPXEW
Identify a payment
If you’ve seen 'GoCardless Ltd' appear on your bank statement
Payment timings, Verification, Xero, 2fa