What is GoCardless?
Collects payments automatically on agreed dates
Supports one-off and recurring payments of any amount
Helps predict future revenue by scheduling collections
You can manage it via the GoCardless dashboard or API
How it works with GoProposal
The system prompts clients to set up payments during the proposal acceptance process
You choose whether the payment setup happens before or after the engagement letter is signed
The system collects payments automatically on a recurring basis and reduces the need for manual follow-up
Step 1 - Connect GoCardless to GoProposal
📎NOTE: Make sure you have an active GoCardless account before starting.
In GoProposal, go to Settings and select Integrations.
Find GoCardless and click Connect.
Click Connect again to authorise the integration.
Log in to your GoCardless account when prompted.
After authorisation, you’ll return to the GoProposal integrations page.
Step 2 - Configure integration settings
On the GoCardless integration page, you can:
Select proposal templates:
Apply GoCardless only to specific templates (for example, new clients)Choose when to set up payment plans:
Before signing: Clients set up payments before accepting the engagement letter
After signing: Clients see a thank-you page after signing, then set up payments
You can customise the thank-you page text in the integration settings
Important notes
Xero users: Connect GoCardless to GoCardless for Xero, not GoCardless in Xero
QuickBooks users (USA/Canada): QuickBooks Online doesn't integrate with GoCardless in these regions. You need to reconcile manually after payment
See also
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