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Switching your customers to Direct Debit via GoCardless for Xero

Short email template: Onboarding new customers

GoCardless
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Last editedApr 20231 min read

Onboarding a new customer to Direct Debit - Short template

Subject line: Set up your payments with [company name]

Body copy:

Hi [customer first name], 

It's great to have you on board with [company name]. We are delighted to have you join us. 

We care about you and your experience with us and want to make payments as convenient and stress-free as possible. That's why we'd like to introduce you to Direct Debit - our preferred payment method.

We have summarised the main benefits of using Direct Debit to pay, below: 

  • Security is our first priority: Keep your payments safe with the Direct Debit Guarantee, protecting you from payments taken in error.

  • Hassle-free payments: Automate your payments and never worry about manually sending a payment.

  • Bank accounts never expire: Keep your information up-to-date and your payments running smoothly.

  • Stay in control: Get notifications of payments and cancel at any time - you're in charge.

3 simple steps to setting up your Direct Debit:

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

  • Step 2: Provide your bank account number and sort-code

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

You will be notified by our Direct Debit provider, GoCardless, a minimum of 2 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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Interested in automating the way you get paid? GoCardless can help
Interested in automating the way you get paid? GoCardless can help

Interested in automating the way you get paid? GoCardless can help

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