## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Inventory With GoCardless

GoCardless is a UK based Direct Debit provider. Integrating GoCardless with Zoho Inventory enables you to easily collect one-off or recurring invoices via Direct Debit - putting you in control of your cashflow. Your customers will be able to set up the Direct Debit mandate and pay the invoices that you send using the link in the email or through the customer portal in Zoho Books.

*   [Things to remember](/ca/inventory/help/online-payments/gocardless-integration.html#things-to-remember)
*   [Connecting GoCardless with Zoho Inventory](/ca/inventory/help/online-payments/gocardless-integration.html#connecting-gocardless)
    *   [Existing GoCardless Users](/ca/inventory/help/online-payments/gocardless-integration.html#existing-users)
    *   [New GoCardless Users](/ca/inventory/help/online-payments/gocardless-integration.html#new-users)
*   [Other Actions](/ca/inventory/help/online-payments/gocardless-integration.html#other-actions)
    *   [Mandate Description](/ca/inventory/help/online-payments/gocardless-integration.html#mandate-description)
    *   [Remove Integration](/ca/inventory/help/online-payments/gocardless-integration.html#remove-integration)

## Things to remember

*   In order for customers to be able to pay via GoCardless, you need to enable Allow this customer to pay via Direct Debit option for your customers under Contact edit section.
    
*   To accept direct debit payments with GoCardless you must have a GBP/EUR bank account connected with your GoCardless account.
    
*   Integrating Zoho Books with GoCardless will let you accept payments in GBP. But, to register for **SEPA** (Single Euro Payments Area) and to accept payments in Euro, you will have to contact GoCardless.
    
*   It will take 3-5 days to process a transaction.
    
*   The minimum transaction amount is £1 and the maximum transaction amount is £5,000. To increase this limit, you can contact GoCardless.
    

## Connecting GoCardless with Zoho Inventory

To configure GoCardless,

#### Existing GoCardless Users

*   Click the **Gear** icon found on the top right corner of the window and select **Integrations**.
    
*   Select Payments and click the **Setup** GoCardless button, listed adjacent below the GoCardless logo.
    

![Setup GoCardless in Zoho Inventory](/inventory/help/images/integrations/gocardless-1.png)

*   In the following screen, enter your email and password registered with GoCardless and click **Connect your GoCardless account**.

![Sign into GoCardless](/inventory/help/images/integrations/gocardless-2.png)

#### New GoCardless Users

*   Click the **Gear** icon found on the top right corner of the window and select **Integrations**.
    
*   Select Payments and click the **Setup** GoCardless button, listed adjacent below the GoCardless logo.
    
*   In the following screen, you can create a new GoCardless account by clicking on the **Sign Up** button.
    
*   Enter your name, organisation name, email and password and click **Connect your GoCardless account**.
    
*   You will receive a verification email from **GoCardless**. To verify your account, sign in to your GoCardless account using the link provided in the email.
    
*   Once signed in, select **Settings** in the top right corner and select **Company Info**.
    
*   In the following page, fill in your company information and the bank account details you would like to send/receive payments.
    

![Sign up for GoCardless](/inventory/help/images/integrations/gocardless-3.png)

## Other Actions

#### Mandate Description

You can change the header content of the payments page by changing the **Mandate Description**. To do so follow the steps mentioned below,

*   Click the **Gear** icon on the top right corner and select **Integrations**.
    
*   Navigate to the **Payments** tab.
    
*   Click the **Edit** button under **GoCardless**.
    
*   You will be able to edit the **Mandate Description** in the pop-up.
    

![Mandate Description](/inventory/help/images/integrations/gocardless-4.png)

**Note:** _Your organisation’s name will be displayed by default if no Mandate Description is given._

![Mandate Description 2](/inventory/help/images/integrations/gocardless-6.png)

#### Remove integration

You can remove the GoCardless integration from Zoho Inventory. To do so,

*   Click the **Gear** icon on the top right corner and select **Integrations**.
    
*   Navigate to the **Payments** tab.
    
*   Click the **Delete** button under **GoCardless**.
    
*   The integration will now be removed.
    

![Mandate Description](/inventory/help/images/integrations/gocardless-5.png)