This article is part of the Go Cardless section. You can find all related articles listed here. 

First Steps 

1. Load the client account in question.
   
   
2. On the Account tab set the Payment Type to Direct Debit.
   
   
3. Select the Direct Debits tab.
   
   
4. Highlight the relevant Direct Debit profile.
   
   
5. Select Amend.
   
   
6. Enter a Profile Name (e.g. GoCardless Mandate or GoCardless Collection).
   
   
7. Select Calculate Direct Debit. 
   
   
8. A warning is displayed: This will calculate the total outstanding for the client and add appropriate payment values to this default direct debit. All other direct debits should be deleted. Click OK.
   
   
9. The Calculate Direct Debit window will pop-up. Select a Payment Frequency from the drop-down list.  Learn about the direct debit calculation here.
   
   
10. Review the calculation presented on the screen. Click Accept Direct Debit:
    
    

1. Email a link to your client so that they finalise setting up the direct debit.
   
2. You are on the phone with your client and want to finalise the setup yourself.
   

Option 1 - Email Link to Client

1. Click Email DD Signup Link.
   
   
2. The client's default email address will pop up. Change this if you want to use a different email address for the direct debit. Click Finish.
   
   
3. Enter the amount.  You can add two decimals if needed. Click Finish.
   
   
4. Click OK in the Email Sent pop-up window.
   
   
5. Click Save:
   
   
   
   
6. The client will receive an email with a customised link to follow through. They need to complete their payment details and click Set up this Direct Debit.
   
   
   
   
   
   
7. The email will be sent using the email property GC Instant Bank Payment Link and will be be saved on the Documents tab of the client account.
   

The sign-up link expires in 7 days.

The sign-up link will not display the amount so you might want to communicate it to your client. However, the client will receive an email from GoCardless before the direct debit is collected. This email does specify the amount.

Option 2 - Finalise Setup on the Phone

1. Tick the Paperless box. A pop-up window will advise of the direct debit telephone message to read out to your customers. Select OK:
   
   
   
   
2. Enter the requested client information in the Phone Authorisation Details screen (e.g. email, name, address, bank details). Click Submit.
   
   
3. The message will be displayed: Your client details have been set up with GoCardless. You can begin making payments against their account now. Click OK.
   
   
4. Click Save:
   
   
   
   
5. You will now see the client in your Go Cardless Portal under Customers,  with an Active status.
   

After the mandate has been validated by Go Cardless, the DD Setup Status in the pin panel of the client account will change to Active.

If the system option DD Paperless Telephone Message is turned on, a direct debit telephone message to read out to your customers can be added.

If the DD Paperless Telephone Message Is Script system option is turned on, the Phone Authorisation Details screen will appear at the same time as the telephone message. Otherwise it will appear after clicking OK on the transcript.