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Switching to GoCardless for Xero when you use Dashboard subscriptions or plans
This guide is for GoCardless Dashboard users using plans or subscriptions who want to start using GoCardless for Xero. If you want to switch to one of our other integrations, there's a different guide for you.
Am I using Dashboard subscriptions or plans?
If you’re happy to keep managing your existing customers through the Dashboard, you'd need to ensure that payments aren't automatically collected for their invoices, see our article here on automation settings. If you want want to consolidate everything into GoCardless for Xero, read on.
- Link your customers' GoCardless mandates to their customer records in GoCardless for Xero
- Raise a ticket with our Support team to request cancellation of your customers' subscriptions - we'll do this silently to ensure your customers don't receive a cancellation notification
- Check that you've set everything up correctly
To do this, head to Xero and then go to "Contacts", then "Customers", then "Add Customer".
3. Set up regular invoices in Xero
Set up the repeating invoice with the same amount and schedule, making sure to set an end date if the GoCardless subscription has one.
Set the "due date" on the invoice to be the date when the next payment was due for the existing subscription. If the next payment has already been submitted (click here
for more details) or is due in less than 7 days, then start from the following due date.
To avoid your customers being notified, please instead raise a ticket
with our Support team requesting cancellation of your customers' subscriptions and we will action this silently for you.