** You can only connect your GoCardless account to one organisation. (Example you cannot connect your GoCardless account to both MagManager and  GoCardless for Xero at the same time). **

 

Steps to transfer GoCardless payments to an accounts app

This step is only required for users who have MagManager connected to a third party accounts app.

The paid status of an invoice in MagManager will automatically be updated via the integration with GoCardless.  In order to update the invoice to paid within your accounts package you need to transfer the payment.

To do that go to the main settings page in MagManager > Under Accounts > Select Xero/QuickBooks/KashFlow as appropriate.

 

For Xero Users > Click Update Invoice Payments

2024-04-11 11 06 49 Update invoice payments.png

 

For QuickBooks Users - Click Transfer Payments

2024-04-11 11 06 49 Update invoice payments QuickBooks.png

 

For Kashflow Users - Click Transfer Payments

2024-04-11 11 06 49 Update invoice payments Kashflow.png

 

Links to additional GoCardless notes:

GoCardless - How to link GoCardless with MagManager 

GoCardless - How to set up a client direct debit mandate 

GoCardless - How to collect payments 

GoCardless - How to cancel GoCardless invoice & direct debit