Please be aware that this article only applies to merchants using our Pro package. If you're currently using our Standard package but are interested in upgrading to Pro, please get in touch.
In this article you'll learn about the alternative methods you can use to collect your customers' details using our Pro service.
In addition to using the online authorisation form, which is available for all GoCardless users, merchants using our Pro service can collect their customers’ details via paper mandate and/or over the phone.
Please note that these features are not enabled by default. You would need to request this from your Account Executive or by raising a ticket with our Support team.
Paper mandates are a great alternative to the online authorisation form if your customers do not have access to, or use of, a computer or other electronic device with sufficient internet access.
If you are interested in using paper mandates, please get in touch with your Account Executive or raise a ticket with our Support team.
One of our team will then enable this feature on your account and provide you will details of the criteria that must be met to comply with Direct Debit scheme rules.
You can collect your customers' details over the phone using an approved transcript to obtain authorisation to set up a Direct Debit on their behalf. This is particularly useful if you are speaking with your clients as part of your sales or on-boarding flow.
As part of this method, you are required to provide the customer with certain information specific to the Direct Debit Scheme. As such, a scheme approved transcript must be used.
If you are interested in collecting your customers' details over the phone, please get in touch with your Account Executive or raise a ticket with our Support team.
Please note: If you are using paper mandates or a phone script to collect customer details, it is your responsibility to store these details securely.
Next: Learn how to input customer details into your dashboard