Allow new Customer to set up Direct Debit Mandate when making an Instant Bank Payment with Go Cardless
I would like to take our first payment via Go Cardless Instant Bank Payment and send them a mandate to fill in for future recurring monthly payments.
We have our first invoice for customers purchasing a subscription from our website set to instant bank pay, so that they can pay immediately and be given site access immediately, but they will then make future payments by Direct Debit.
Via GoCardless directly, If you invite a new customer to collect an instant bank payment, you need to check the box for the option Set up mandate (Prompt this customer to set up a Direct Debit for automated future payments).
The customer can then set up a mandate for Direct Debit for automated future payments as shown at https://manage.gocardless.com/one-off-payment/create
I attach a copy of the One Off Payment from new customer screen with the tick box for them to set up a DD mandate.
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂