Set up an invoice to be paid via GoCardless

This article explains how to set up an invoice to be paid via Direct Debit via GoCardless in Xero

If you have your GoCardless account set up and we have linked it to Xero for you, GoCardless is automatically applied to your default invoice template.

To add GoCardless to an invoice:

1. From the header in the New Invoice screen
2. Add a contact in the To field.
3. Click the Manage link under the Online payments heading
4. In the Online Payments popup select the checkbox next to Bank Payments.
5. Click Save.
6. Complete the rest of the invoice details and email it to your client

That's all there is to it.

If the client has not signed a Direct Debit authority form, they will see a Pay Now button. If they opt to Pay Now, they will be presented with a Direct Debit authority form.

If the client has already signed a Direct Debit authority form, GoCardless will deduct the payment from the Client's nominated bank account on the due date of the invoice.

Please note, that it can take 3-5 business days for the funds to reach your  bank account