Go Cardless Automation
Question asked by Andy Hughes 5 years ago
I am trying to make it so that all payments via Go Cardless get allocated to the right invoice automatically to save me the job of having to export them from GoCardless into Clearbooks.
Can you clarify the best way to do the automation? I have tried doing the following
- Deleted the payment plan on Go Cardless
- Ticked the try to take payment automatically on the customers recurring invoice.
- Left the invoice to automatically generate and hopefully take the payment via GoCardless as well
Any advice would be awesome, thank you.