Once the business you referred has completed six payment actions in their GoCardless account. There is a 30 day validation period before both the Eligible Advisor and Active Eligible Merchant have their respective discounts applied to their GoCardless account within 14 to 90 days. See terms and conditions for more details.

Once activated, the new merchant will get their 25% discount for 12 months total. For advisors, the 15% discount will be applied for a period of one year, starting from the date the discount is first applied. To qualify for a renewal of the 15% discount for an additional year, advisors must refer and successfully onboard a minimum of five new Active Eligible Merchants during the preceding 12 month period. Subject to approval by GoCardless.

There are three things businesses do on their dashboard that help qualify them as “active users”: 

• Getting a customer to set up a bank debit or PayTo mandate (which allows that business to automate payment collection from that customer).

• Collecting a direct debit or PayTo payment.

Any business that signs up and then completes any combination of payment actions. Once they total six payment actions, we classify them as an “active” user of GoCardless. We use this to qualify your commission.

Once you're set up as an Advisor, you can share referrals with a simple, easy-to-complete form. We'll then reach out to your client to have a chat about their business.

You don’t have to be a GoCardless customer to be an Advisor, but you’ll absolutely benefit more if you’re using GoCardless for your own business, too!

We try to process your application within 48 hours, and reach out to set up a call soon after.