How to get customers set up with Direct Debit via GoCardless for Xero

Unsure how to get an authorisation link or set up a mandate? Check out our useful guide on inviting a new customer

There are two ways to set up your customers to pay via Direct Debit prior to you being able to collect funds. You can send customers an authorisation request in GoCardless for Xero or add a Pay Now button to your Xero invoices.

Sending an authorisation request in GoCardless for Xero:

1. Open up the Settings section in your left menu bar by clicking the plus sign (+)

2. Open Xero Settings

3. Select Xero Automation. You will now see the section where you can edit the email message your customers will receive when you send them a Direct Debit authorisation request.

4. Edit the Email Subject and Email Message text as desired and click Save Changes once done.

Adding a Pay Now button to Xero invoices

1. Open up the Settings section in your left menu bar by clicking the plus sign (+)

2. Open Xero Settings

3. Select Xero Payments. You will need to be logged into your Xero account for your Xero payment settings page to open.

4. Click the toggle to Pay Invoice Online for your chosen branding theme

5. Once turned on, the toggle will turn green

6. Click Save Changes before exiting the page to update this setting