To create a GoCardless mandate, you will need to go to Member → Add Member. Complete the required fields and click on Continue. Upon clicking Continue you will be sent to the Select Membership section.
In Select Membership, you will need to
- Select a membership
- Select a start date
- Select GoCardless as the payment method
- Select collection date. Important: Minimum collection date must be 5 days ahead of today.
- Add the account holders name
- Add the account number
- Add the Sort Code
- Tick the duel terms & conditions
Once completed, click on Continue and you will reach Payment Method.
On this screen you will get
- Summary of the membership
- First payment date & amount
- Subsequent payment date and amount
- The Direct Debit Guarantee
Once you are happy, click Continue and this will set up the mandate and you will get a confirmation popup.
To view/delete mandates go to Member → Gateway Accounts