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Switching your customers to Direct Debit

How to get customers set up with Direct Debit

GoCardless
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Last editedNov 20231 min read

Unsure how to set up customers? Check out our useful guide to adding and inviting new customers.

Start by opening your GoCardless dashboard. Click Customers, then Add customers. Or now you can click on Create payment from the side navigation and choose Open mandate.

Four ways you can add customers:

  1. Share a link: You can invite your customers by sharing an invite link on WhatsApp, SMS, email or on your website.

  2. Invite via email: We can send your customers an email invite to enter their details and set up a mandate on your behalf.

  3. Set up customers in bulk: You can add customers in bulk simply by importing a CSV, to save you time.

  4. Add your customers manually: You can manually enter your customers’ details if you need to.

PreviousWhy switch your customers to Direct Debit?

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GoCardless Ltd (company registration number 07495895) is authorised by the Financial Conduct Authority under the Payment Services Regulations 2017, registration number 597190, for the provision of payment services.