Please note: This information is specific to the GoCardless for Salesforce application.
1. Go into Authorisations tab and click New
2. Enter customer details (either First name & Last name or Company name are required) and link it to the associated Account, Contact or Opportunity by clicking the Search button and Save.
Leave ‘Do not complete’ section blank
For online mandates
a). Click Public link, copy, and insert into an invoice. You can then email this to your customer to complete.
For Paper or Phone mandates
a). Click Process Authorisation button
b). Enter missing details and Payment Details into the next page and click Set up Direct Debit
c). Then Confirm on the next page
