GoCardless + Pennylane

Create direct debit payments in GoCardless for new customer invoices in Pennylane

Effortlessly manage your invoicing and direct debit payments with this seamless integration. When a new customer invoice is created in Pennylane, it triggers the creation of a Direct Debit Payment in GoCardless, streamlining your financial processes. Ensure timely and accurate payments while saving time with this workflow.

When this happens...
New Customer Invoice
Triggers when a new invoice is created/imported or when an invoice matches the filter.
TriggerScheduled
automatically do this!
Create Direct Debit Payment
Create a direct debit payment. This can only be created when linked to a mandate
ActionWrite

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Supported triggers and actions

- State filter
- Customer identifier filter
Trigger
Scheduled
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- State filter
- Source filter
- Customer identifier filter
Trigger
Scheduled
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New Product
Triggers when a new product is created.
Trigger
Scheduled
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- Customer type (company or individual)Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write

- Existing invoice identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
Write
New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Trigger
Instant
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
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Payment Secured
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
Trigger
Instant
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- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- Charge Date
- Description
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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- State filter
- Customer identifier filter
Trigger
Scheduled
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Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
Action
Write
Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
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New Mandate Created
Triggers when a payment mandate is created.
Trigger
Instant
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Failed Payment
Triggers when a payment fails.
Trigger
Instant
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- CurrencyRequired
- GoCardless Customer ID
Action
Write
- Payment AmountRequired
- CurrencyRequired
- DescriptionRequired
- GoCardless Customer ID
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.

Learn more

Related categories

Payment Processing

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

Accounting

GoCardless + Pennylane

Create direct debit payments in GoCardless for new customer invoices in Pennylane

Supported triggers and actions

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

New Payment Authorisation Request

Mandate Cancelled

Payment Secured

Payment Paid Out

Create Instant Bank Payment

Create Direct Debit Payment

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

Payment Authorisation Approved

New Mandate Created

Failed Payment

Create Mandate Authorization Request

Create Instant First Payment + Direct Debit Mandate

API Request (Beta)

About GoCardless

Related categories

About Pennylane

Related categories