Dashboard

Customers

• Adding Customers
• Viewing customer information
• Exporting customer information
• Adding custom references to customers
• Exporting mandate forms
• Pending customer approval (mandates)

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Payments and Paylinks

• Overview of payment types
• Cancelling payments
• Creating a one-off payment
• Payment tracking
• Retrying a failed payment
• Cancelling a payment

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Plans and Subscriptions

• Invite or add customers to a plan
• Remove a customer from a plan
• Setting up a subscription
• Cancelling a customer's subscription
• Cancelling a plan
• Exporting subscription information

Payouts

• Viewing payouts
• Exporting payout information
• Paying out to more than one bank account

Account recovery

• Keeping your account secure
• Two-step sign in recovery
• Forgotten password

Other

• Enable 2-factor authentication
• Events
• Adding a "Pay with GoCardless" button to your website
• Sandbox accounts
• Closing your account