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
Choose the Direct Debit option, then click Make payment
2). Fill out the online payment form
Enter your bank account details on our secure form. Please note: the details required will vary depending on your country.
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.
What happens if I don’t choose this option?
For each future invoice you’ll need to click on the Pay now option on the invoice, select Direct Debit and click approve this payment.
Your payments are fully protected
GoCardless is trusted by over 40,000 businesses worldwide and authorised by the Financial Conduct Authority and all payments are protected by the Direct Debit scheme regulations.
Read more about the guarantee here:
You can cancel your Direct Debit at any time.