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Integration
Direct debits: bring in the mandates already signed in GoCardless
Have your clients already signed a mandate in GoCardless? The software finds them and links them to your clients in one go, without making them sign a second mandate.
Until now, Finance › Payments received only knew the mandates requested from the software. Mandates signed earlier, directly in GoCardless, did not appear: the client stayed “without a mandate”, and “Request a mandate” would have made them sign a second time.
What changes
- A “Bring in my GoCardless mandates” button in the provider card (Finance › Payments received › Client mandates).
- A window shows each mandate as it is in GoCardless (name, email, end of the account number, signing date) and the suggested client.
- Three groups: “Certain” (same email, ticked in advance), “To check” (similar name or email domain) and “Without a client” (choose one, or create it from GoCardless).
- Two mandates for the same client: the most recent one is suggested, the other stays visible so you can choose.
- A linked mandate becomes “Active”: direct debits use it, with no new signature.
- Every night, the software reads GoCardless again: the button shows how many mandates are still to link. Nothing is linked automatically.
The software only reads your GoCardless account: nothing is changed there, and your clients receive no email.