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

What does this mean?

- 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 Help

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.

Learn more Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

GoCardless + Pennylane

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

New Billing Subscription

State filter

Customer identifier filter

New Customer Invoice

State filter

Source filter

Customer identifier filter

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Existing invoice identifierRequired

Update Customer

Customer IdentifierRequired

Update Billing Subscription

New Payment Authorisation Request

Mandate Cancelled

Payment Secured

Payment Paid Out

Create Instant Bank Payment

Payment AmountRequired

CurrencyRequired

DescriptionRequired

GoCardless Customer ID

Create Direct Debit Payment

Payment AmountRequired

CurrencyRequired

Charge Date

Description

Custom Payment Reference

GoCardless Mandate ID

GoCardless Customer ID

New Customer

New Estimate

State filter

Customer identifier filter

Create Billing Subscription

Create Customer Invoice

Create Product

Product labelRequired

Product description

Product VAT rateRequired

Product price (including taxes)Required

Product unitRequired

Product currencyRequired

Product reference

Product identifier

Product substance

Retrieve Estimate

Existing estimate identifierRequired

Update Product

Product identifierRequired

Product label

Product description

Product VAT rate

Product price (including taxes)

Product unit

Product currency

Product reference

Product substance

Update Estimate Status

Existing estimate identifierRequired

Estimate statusRequired

Payment Authorisation Approved

New Mandate Created

Failed Payment

Create Mandate Authorization Request

CurrencyRequired

GoCardless Customer ID

Create Instant First Payment + Direct Debit Mandate

Payment AmountRequired

CurrencyRequired

DescriptionRequired

GoCardless Customer ID

API Request (Beta)