Adding a GoCardless Mandate

When making a payment through myClubhouse using GoCardless, the system will create a mandate to link to your bank account. This mandate can then be used each time you come to make a payment using GoCardless. There are a couple of different ways that you can add a GoCardless mandate to your profile, each outlined below.

Instructions

In the basket

When making a payment through GoCardless for the first time, you can create a GoCardless mandate at checkout.

1. Navigate to the basket by clicking the basket button in the menu bar.

2. Pay by: If there is an option for Payment Method, select “Gocardless”. Note: “Gocardless” will be replaced with whatever you have named the GoCardless Payment Method in Admin > Finance > Payment Methods, Plans and Schemes, e.g. “Direct Debit”.

   Open

   

3. Click “Pay For Items”.

   Open

   

4. Click “Create Mandate & Pay Now”.

5. Complete the Form with your name, email, and address and then press “Continue”. Some fields will be filled in by myClubhouse already, but you can still edit them if need be.

6. Enter your bank details and then press “Continue”.

7. Check that the mandate details are correct and check “I can authorise Direct Debits on this account myself”. Then click “Set up this Direct Debit”.

8. The payment will now be scheduled to be taken. The mandate will also be saved so you can use it next time you pay for items in the basket with GoCardless.

From the Profile Page

As a Member

If you don’t have a GoCardless mandate already, you can create one without having to have a purchase to pay for.

1. Navigate to your profile page, your name > My Profile.

2. Click “Payment Methods” to jump to the Payment Methods section.

3. Click “Gocardless: Create Mandate”. Note: “Gocardless” on the button will be replaced with whatever you have named the GoCardless Payment Method in Admin > Finance > Payment Methods, Plans and Schemes, e.g. “Direct Debit”.

4. Complete the Form with your name, email, and address and then press “Continue”. Some fields will be filled in by myClubhouse already, but you can still edit them if need be.

5. Enter your bank details and then press “Continue”.

6. Check that the mandate details are correct and check “I can authorise Direct Debits on this account myself”. Then click “Set up this Direct Debit”.

7. This mandate can now be used when you go to the basket to pay for items with GoCardless.

As an Admin

If a member doesn’t have a GoCardless mandate connected to myClubhouse, you can connect an existing one from your club’s GoCardless account.

1. Navigate to the member’s profile page, likely from the Member Directory or site-wide search.

2. Click “Payment Methods” to jump to the Payment Methods section.

3. Click “Gocardless: Attach Existing Mandate”. Note: “Gocardless” on the button will be replaced with whatever you have named the GoCardless Payment Method in Admin > Finance > Payment Methods, Plans and Schemes, e.g. “Direct Debit”.

4. Complete the form:

   1. Customer Reference: The Customer Reference number from the GoCardless customer record.

   2. Mandate Reference: The Mandate Reference number from the GoCardless customer record.

   3. OK: Once happy with the details, click “OK” to continue.

5. The system will check that the customer exists on GoCardless and will ask you to confirm it is the correct mandate. Click “Yes” if it is correct to save it to the member.

6. This mandate will now be connected to the member’s profile and they will be able to use it when they go to the basket to pay for items with GoCardless.

Related articles