How to assign, request, or unassign mandates from GoCardless

When you set up GoCardless within Sage Accounting, you can assign existing mandates or request new mandates. You can request payment via Pre-Authorized Debit when creating a sales invoice (standalone or recurring) if the customer has an active Pre-Authorized Debit. The limit per payment is $5000. For more information, visit Transaction Limits (opens in a new tab).

Go to Settings, then click Apps and Connections.
Select GoCardless.
Click Assign existing mandates.
Click Auto match by email to match mandates from GoCardless to customers in Sage Accounting, or manually search for the customer.
Click Next.
Review the information and click Assign Mandates.

After creating mandates, a list of customer details and mandate status will appear on the GoCardless Pre-Authorized Debits page.

▼Request new mandate

Go to Settings, then click Apps and Connections.
Select GoCardless.
Click Request new mandate.
Select the customer from the drop-down list.
Click Send Email.

This sends a Pre-Authorized Debit mandate request to the customer's email.

▼Unassign a mandate

Go to Settings, then click Apps and Connections.
Select GoCardless.
Locate the customer and click Actions.
Click Unassign mandate.
Confirm by clicking Unassign mandate.

▼Cancel a mandate

▼Create a single Sales Invoice mandate

Go to Settings, then click Apps and Connections.
Select GoCardless.
Locate the customer and click Actions.
Select Create Sales Invoice.
Confirm the details and click Use Pre-Authorized Debit.
Click Save.

▼Create a Recurring Sales Invoice (Accounting Standard and Plus only)

Go to Settings, then click Apps and Connections.
Select GoCardless.
Locate the customer and click Actions.
Select Create Recurring Invoice.
Confirm the details and click Use Pre-Authorized Debit.
Click Save and Send email.

▼Disconnect from GoCardless

Go to Settings, then click Apps and Connections.
Select GoCardless.
Scroll down and click Disconnect.
Confirm by clicking Yes, disconnect.

▼Editing GoCardless fees and payout Ledgers

Go to Settings, then click Apps and Connections.
Select GoCardless.
Scroll down and click Edit.
Click Save to confirm changes.