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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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