Sending GoCardless Requests to Customers

Once GoCardless is an enabled payment method in your location and the option is enabled in every customer account, you need to send direct debit mandate requests to your customer. You can do this in a few clicks on the Admin Panel.

1. Log in to the Admin Panel if you aren't already.

2. Click Operations > Members and contacts.

3. Tick the checkbox next to every customer who should receive the email request.

4. Select Send Direct Debit request email in the Bulk Actions menu.

5. Click Yes, do it to confirm.

All the selected customers should receive an email notification prompting them to add their bank details and authorize the direct debit mandate from GoCardless.