Advanced matching customers (GoCardless for Xero)
When a customer's Direct Debit mandate is cancelled and the customer goes on to set up a new one, the new mandate needs to be manually matched against the Xero customer record.
Please note: The advanced matching option is only to be used if the customer has had a cancelled Direct Debit mandate, has then created a new mandate, and the new Direct Debit mandate from GoCardless needs to be linked to the same customer record in Xero.
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To action this, you would need to go Matching Customers on your GoCardless for Xero dashboard
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Enable Advanced Matching option
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You will see a warning message pop up, click OK to continue
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Search for the Xero Customer you need to match the mandate to
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Click Match to match the mandate to the Xero customer record. After successfully linking the Direct Debit mandate to the Xero customer record, you will now no longer see the Match option next to this customer.