Setting up your GoCardless for Xero account.
- Open our GoCardless for Xero landing page here and click Get Started to begin the setup flow.
- Click Connect to GoCardless.
- Enter your details and then click Create account (or select to Sign in if you have an existing account.
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Select either Connect to Xero or Create Xero Account. If you’re not already logged into your Xero account, you’ll be asked to do so here.
If you have more than one account (e.g. as an accountant, have old accounts etc) there will be a drop down of available Xero accounts available. You will have an opportunity on the next page to review the account you are signing up with.
- Select your accounts for payouts & GoCardless fees
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Next, configure your payment methods:
Choose how you'd like to collect payment for each of your Xero branding themes. We recommend setting up separate branding themes in Xero with different payment methods to give yourself more flexibility when creating invoices.- Direct Debit: For recurring payments. Customers authorise a Direct Debit mandate once, and future payments are collected automatically.
- Pay by Bank: For one-off payments. Customers pay directly from their bank account with instant confirmation. Perfect for one-time fees or payment retries.
- Pay by Bank + future Direct Debit: Collect the first payment instantly, then set up a mandate to take future payments automatically with Direct Debit. Perfect for initial fees and getting paid before recurring collections begin.
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The final step is to automate your Direct Debit collection:
Choose how you'd like Direct Debit mandates and invoice payments to be handled.- Automatically email new customers (recommended): This enables the automatic collection of Direct Debit invoices you create for your customers within your Xero account. When you create the first invoice for a new customer, we’ll email them an invite to set up a Direct Debit mandate. If this is turned off, you'll need to manually request a mandate from each new customer before payments can be collected.
- Automatically get paid when invoicing (recommended): This enables the automatic collection of invoices you create for your customers within your Xero account. If this is turned off, you'll need to manually request the collection of each invoice as and when you need to do so.
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Once you've made your selections, click Go to app to be directed to your GoCardless for Xero dashboard homepage.
Please note that GoCardless will not be able to payout any collected funds to you until your account is fully verified.