Check GoCardless integration settings
Go to Settings and select Integrations.
Check you've connected GoCardless.
Check if templates are linked to trigger GoCardless sign-up during the proposal process.
If you haven't linked any templates, add the relevant templates for payment processing.
Verify when the mandate form appears
During proposal acceptance:
Open the signing link from your email
Select Approve my proposal to check if the mandate form appears and if the client has completed it
After proposal acceptance:
Log in to your GoCardless account
Check if you've created the client record:
Yes: The form was completed
No: The form wasn’t completed
Test the process
You can create a sample proposal using your updated settings to confirm the GoCardless pop-up appears at the correct stage.
Check for additional authorisation
If a client requires more than one signatory for Direct debits, their GoCardless account will show a grey dot. this means they need to take further action before the mandate becomes active.
Additional checks
If connecting GoCardless to Xero, ensure you use GoCardless for Xero, not GoCardless in Xero
Regularly review your GoCardless settings and templates
Test the process periodically with sample proposals to identify issues early
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