Pre-authorize GoCardless Direct Debit in Client management screen

Good evening Glen,

I was looking at how to set up a direct debit to collect payment from clients. The knowledge base suggested I navigate to the “Client management screen”. Please can you advise how I can navigate to the client management screen?

Many thanks for all your kind assistance.


Go to ‘Sales >> View Clients’ from the top navigation menu:

You will now be taken to the ‘Client Management Area’, simply click client’s name you want to set up the Direct Debit for:

You can also use the ‘Quick Search’ from the Dashboard:

You will now be taken to the client area where you can now set up a Direct Debit for this client by clicking the ‘Setup a Direct Debit for this Client’ control box: