GoCardless Integration

Administrators set up direct debit through Setup > Integrations > Setup GoCardless. If already connected, choose View Integration.

Connect GoCardless

1. Click Connect with GoCardless.
2. Complete the authorisation process on GoCardless and return to PlanMan.
3. Check the account status shown on the integration page.

The page can show that the account is under review or that further information is required. Resolve those items with GoCardless before relying on collections. Availability also depends on the currency used by the account.

Arrange the client's mandate

When GoCardless is connected and a client has no mandate recorded, their portal dashboard prompts them to set up direct debit. They follow the link and complete the mandate process.

If mandates already exist in GoCardless, the connected integration page offers List GoCardless Mandates so they can be matched to clients. Check that a mandate belongs to the correct client before matching it.

Check an invoice

A mandate and a scheduled invoice collection are separate things. Open the invoice to review its GoCardless payment information. The payment controls can show the mandate status and whether a collection has been scheduled. Use the available collection action where needed.

When a collection date is recorded, the invoice and client portal display it. Check that date rather than assuming every invoice will be collected exactly on its due date. A pending, cancelled, expired or failed mandate may prevent collection.

Review recorded invoice payments after collection. If an invoice remains unpaid, investigate its mandate and payment status before requesting another payment. Disconnecting the integration is an account-level change; review any pending collections with GoCardless as well.