If you have previously been using the GoCardless dashboard or another third party integration, and have recurring payment plans or subscriptions setup for your customers, there is a chance that when connecting to 'GoCardless for Xero', you will raise duplicate payments.
For this reason, we strongly recommend that all subscriptions existing in GoCardless are cancelled when setting up GoCardless for Xero. Our team can help you with this and have these cancelled silently, without notifying your customers, so that they are not aware that any changes have been made.
If you would like us to do this for you, please raise a ticket with our Support team here.
When signing up to GoCardless for Xero, you will receive the following email and this article is providing the same information here for those people researching the use of the system.
Thank you for signing up to GoCardless for Xero to help you manage your Direct Debit collections.
After you have completed the setup, your Customers and Invoices will pull through automatically from Xero and this process can take up to 10 minutes.
If you have existing subscriptions or plans in the GoCardless dashboard, these will need to be cancelled otherwise duplicate payments may be taken. Please contact our Helpdesk if you would like assistance with cancelling these plans silently.
Should have you any queries or require any assistance please contact the GoCardless for Xero Helpdesk.