Contacts | Invoicing - Display GoCardless direct debit mandate link on the contact details page
In the Xero Contact details page, it would be really useful if the GoCardless invite link was shown, at the moment we have to log into GoCardless separately and find the link to invite new customers. it would save time logging into separate sites.
Paul Berry
shared this idea
Hi Paul, thanks for sharing this idea. We can understand how having the GoCardless mandate link available directly from the contact record could make setting up and following up on direct debit arrangements easier.
I've updated the status to Gaining Support so we can continue tracking community interest.
It would also be helpful to hear how you'd like this to work. Sharing your preferred workflow will help give the team a clearer picture of what would be most useful.
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Paul Berry
commented
Hi Anis,
In the Contact within Xero, the idea is you would maybe have a separate tab where you can see if the have a mandate setup or not, if not you can see the signup link and copy it or click a button to send this direct to the email address for the contact so they can sign up.
Currently you have to go to GoCardless and then into GoCardless for Xero to do this.