Setting up your GoCardless for Xero account
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Open our GoCardless for Xero landing page here and click Get Started to begin the setup flow.
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Click Connect to GoCardless.
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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 in step 4 of the setup flow.
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Now choose your mandate setting:
a) Automatic: Ensures that whenever a new customer is added to your Xero account, they will automatically be sent an email requesting authorisation of their Direct Debit with you and/or your business.
b) Manual: You will need to select customers from within your account to manually invite them to set up a Direct Debit with you. -
The final step is to Choose your payment collection setting:
a) Automatic: Enables the automatic collection of invoices you create for your customers within your Xero account.
b) Manual: You'll need to manually request the collection of each invoice as and when you need to do so.
Once you select an option, you'll 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.