Payments

Make collecting payments easy with Holded and GoCardless

We joined forces to help with the day to day of your business, getting the most out of how you collect from clients and suppliers.

Add to Holded

GuidesAcademy

Make collecting payments easy with Holded and GoCardless

What can you do with GoCardless and Holded?

Set up direct debit mandates for your clients

From a contact's profile in Holded, you can request a mandate by sending an email to the client. When the client provides their bank details, a new mandate is created in your GoCardless account and shown in Holded's Mandates view. You can also manually add an existing GoCardless mandate to a contact.

Charge one-off invoices by direct debit

When creating or editing a sales invoice, tick the GoCardless box in Payment information. When you save the invoice, the direct debit charge is scheduled. The option is only available if the contact has an active mandate and the integration is set up.

Automate charging of recurring invoices

On recurring invoices, tick the GoCardless box. If automatic creation is enabled, every invoice generated is charged via GoCardless on its due date.

Check the status of each direct debit in real time

Direct debit statuses are reported to Holded in real time. From the invoice list you can see the status of each direct debit: not set up, in progress, created, confirmed, submitted, paid out, failed, voided, cancelled, refunded or error.

Retry failed or cancelled charges

If a charge has failed, you can relaunch it by editing the invoice and changing the due date. If you had cancelled it, edit the invoice and tick the GoCardless box again. When you save, a new charge order is created.

Cancel a direct debit

To cancel a GoCardless charge, edit the invoice, untick the GoCardless box and save. This works on both one-off and recurring invoices, as long as the invoice is in a cancellable state.

Up and running in 3 steps

Activate the integration

From the Holded Store, go to Integrations > Banks > GoCardless and click Activate for free.

Connect your account

In the settings panel, click Connect and enter your GoCardless credentials.

Set up mandates

Request mandates from your clients and start collecting invoices by direct debit.

“It is fantastic to see how, with a single click, all your expenses are exported, bringing in invoices and receipts at the same time; the time saving is guaranteed.”

Ana Vayá · Administrator at Demium Startups

Frequently asked questions

Three things: the integration activated, the gateway connected in Settings > Invoicing > Payment methods, and the contact with an active mandate. If the contact has no active mandate, the GoCardless box appears disabled on the invoice.

Go to Contacts, select the contact, open the Portal section and click Request mandate. Enter the contact's email, customise the subject and message if you want, and click Send. When the client completes their bank details, the mandate is created.

Request sent, pending in GoCardless, in progress, pending at bank, active, failed, cancelled, expired, consumed or blocked. You can see the status from the Mandates view under Banks or from the contact's profile.

You can retry the charge by editing the invoice and setting a new due date. When you save, the charge is reactivated through GoCardless. If you had previously cancelled the charge, tick the GoCardless box again and save.

Yes. Although the invoice cannot be modified under the Anti-Fraud Law, the payment method can be changed. Open the invoice, click the three-dot menu, select Edit, tick the GoCardless box in Payment information and save.

The gateways available in Holded are PayPal, Square, Stripe and GoCardless.

From the Holded Store. Go to the menu, click Holded Store, then Integrations > Banks > GoCardless and click Activate for free.