Setting up customers in partner integration
In order to collect payments via GoCardless, your customer first needs to authorise you collect payments from their account. You can invite your customers to give authorisation from within the partner software.
Depending on the partner integration, this can be actioned in a couple of ways:
Send from the customers page
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Select a customer you want to set up to pay you via GoCardless
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Send them an authorisation request (sometimes called a pay link).
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Often this is done by sending an email from within your partner software. The email includes a secure link to an online authorisation/mandate form.
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Your customer will be able to provide their company address and bank details here to complete their authorisation.
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Add to an invoice or proposal template
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Select the invoice you would like to get paid
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Add GoCardless as a payments service. This will typically add a button to the invoice, which will link to the online authorisation form. When a payer receives the invoice, they can select this to set up a mandate and schedule payment from the specific invoice at the same time
Set up as part of a new subscription
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Start a new subscription for your customer
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Select GoCardless as the payment service for the subscription
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Confirm and set up the subscription. This will typically initiate the subscription with a request for authorisation sent to the customer