Changing customer's bank account for Go Cardless

Support
1

I have a Recurring payment collected by GC DD that the client needs to change bank details . Not sure I can see how I change the GC linkage…

Help please

Ta

2

Hi @HammerofPompey

You should be able to cancel the direct debit and set another one up.

Alternatively, GoCardless has this information on their web site that you could pass on to your client:

For help with:
• Changing the bank account you’re paying from
• Cancelling your Direct Debit
• Anything else
Then please don’t hesitate to contact our support team on
020 7183 8674 or at help@gocardless.com.

3

The go Cardless bit is easy - its inside quickfile I can’t see how to change a recurring invoice to a different DD authorisation - ideally setting it up from inside QF

4

If you’re going down the route of changing the DD to a new one, go to the client view, and click on this box:

Select ‘Cancel Direct Debit’, and follow the steps:

It should then allow you to set up a new one:

5

Thanks - couldn’t see for looking