recurring invoices and gocardless - a question
Question asked by Mike Ashworth 3 years ago
i have a question about how i can easily create recurring invoices automatically each month which are sent to the client and the payment from them is processed via gocardless.
here is whats happened so far.....
I have just set up go cardless as i wish to offer this option to clients as they were asking for DD.
I have set up my gocardless acocount via their website - all fully authorised, and ready to use.
The clients I work with pay a subscription each month.
What I am looking to do is that when i sign up a new client they will then received an invoice from me (via clearbooks) each month (created automatically / recurring) and then the money will get to me via direct debit / gocardless.
i've set up the integration with gocardless.
i presume i have to set up some kind of mandate approval with the client prior to sending out the first of the recurring invoices? then?
any help for thie newbie would be much appreciated. thankyou.