Inviting Your Customers to Setup Direct Debits (GoCardless)

Once GoCardless is connected to Class Manager, you can send customers an invitation to set up their Direct Debit. 

Sending a Direct Debit Invitation

1. Click < to the right of Billing.
2. In the expanded menu click Settings.
3. Select GoCardless.
4. Navigate to the Direct Debits tab.
5. Click on Setup Direct Debits.
6. On the next page, you can select customers to invite for direct debit setup—either individually or all at once.
7. After selecting, click Send Direct Debit Invites.

 Each selected customer will receive an email with instructions to complete their Direct Debit setup, including securely providing their bank details. 

Checking Direct Debit Status

The Direct Debits tab shows your customers' setup status:

• Active customers are shown on the left.
• Invited customers who have not yet completed setup are shown on the right.

Once a customer has completed their setup and their mandate is active, GoCardless can collect payments according to your payment settings.

Related articles

• GoCardless - Introduction – Connect GoCardless and configure your Direct Debit settings.
• Syncing GoCardless Mandates – Import an existing active GoCardless mandate into Class Manager.
• Payment Plans Using Direct Debit (GoCardless) – Set up payment plans using GoCardless.