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Switching your customers to Direct Debit via GoCardless for Xero

Formal email template: Switching existing customers to Direct Debit

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Last editedMay 20231 min read

Convincing existing customers to switch their preferred payment method to Direct Debit

Subject line: Make your payments with us hassle-free

Body copy:

Hello [customer first name],

Thank you very much for choosing [company name]. Attached you will find your invoice for your [purchase/payment].

Did you know there's an easier way to pay?

We now offer Direct Debit to our customers and have listed some of the benefits of paying via Direct Debit below: 

  • Security made easy: Keep your payments safe with BECS Direct Debit protection.

  • Worry-free payments: Once set up, you never have to worry about manually making a payment - it works automatically

  • Bank accounts never expire: There’s no need to update your payment details, as your bank account doesn't expire. Keep your payments running smoothly.

  • Stay in control: Get notifications and cancel any time - you're in charge!

Set up your Direct Debit now and never worry about this payment again:

  • Step 1: Follow this link to set up your Direct Debit Request [Insert Direct Debit Request link]

  • Step 2: Provide your bank account and BSB number

  • Step 3: All done, your payments will be taken automatically

You will be notified by our Direct Debit provider, GoCardless, a minimum of 3 days prior to the payment being deducted from your account. 

Thanks again for your support.

Kind regards, 

[Company representative]

[Company name]

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