Xero has launched a new version of the GoCardless integration as of the 7th of April 2021. If these guides do not reflect your experience please switch to the new support guide here.
Paying by Direct Debit (powered by GoCardless) is simple, safe and secure. It’s a quick process to set up the initial payment and after making your first payment you’ll have the option to allow future invoice payments to be collected automatically on the due date of the invoice - saving you time and effort. Payments are secure and protected by the Direct Debit scheme regulations
In order to pay by Direct Debit from the invoice directly, please follow the steps below:
1. Click Pay now on the invoice
Once you have clicked Pay Now on the invoice, a new window will open where you can choose the Direct Debit option. Next, you'll be shown the invoice details, which include an invoice reference, invoice date, payment amount, and due date. Click on Make payment when you're ready.
2. Fill out the online payment form
Enter your bank account details on our secure form. The details required will vary depending on your country,.
Mandates requiring multiple signatures
If your account requires multiple signatures to authorise Direct Debit mandates you can get more detailed instructions here.
After you’ve confirmed your account details, you’ll be shown a Thank you screen. Your payment will be collected by Direct Debit on the date shown and you’ll be notified by email before the payment is collected.
3. Choose if you’d like to automate future payments
You have the option to click Yes, pay future invoices automatically so that future payments to this business can be collected automatically on the due date of the invoice.
We recommend this approach as it saves you the hassle of manually paying for future invoices, and you can be confident that payments are fully protected by the Direct Debit scheme regulations.
What happens if I choose the automatic payment option?
No further action is required from you. You will be notified by email before any future payments are taken on due dates.
If you don't choose this option you will be required to click on the Pay now option on each future invoice, select Direct Debit and approve the payment.