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Gocardless Integration

Question asked by Ian Wilson 3 years ago

How do I check that the gocardless integration is set up correctly with my account? When I log into my account I set up with gocardless via you many years ago I can't see any mention of an integration with gocardless either in the API or Partner section



1 Reply

Hi Ian,

I've just taken a look at your account, it appears that GoCardless is set up. To use GoCardless, you must head into Tools > Integrations > GoCardless.

From here you can add new pre-authorisations which are an agreed amount of money that you can take payment for invoices from. The pre-auth limit currently defaults to £5,000 and can be requested from the GoCardless integration page or from directly from an invoice, please see below:

From an invoice: https://www.clearbooks.co.uk/support/guides/gocardless-integrations/how-to-request-gocardless-pre-authorised-payments-from-an-invoice/

From the GoCardless page: https://www.clearbooks.co.uk/support/guides/gocardless-integrations/how-to-request-gocardless-pre-authorised-payments/

I hope this has been helpful!



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