GoCardless

The GoCardless integration collects Pike invoices by direct debit. Request a mandate from a customer once, and invoices for that customer are collected automatically on the due date. It suits retainers and recurring invoices.

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Connect GoCardless

1. Go to Workspace settings → Integrations → GoCardless.
2. Click Add integration.
3. Authorize Pike in the GoCardless popup.

Only workspace admins can connect or disconnect GoCardless.

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Mandates

From a customer page, click Request direct debit mandate. Pike emails the customer a GoCardless mandate link. Once the customer completes it, the active mandate shows on the customer.

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What syncs

Invoices for customers with an active mandate are collected automatically on the due date. GoCardless payment status updates the invoice in real time.

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Disconnect

Disconnecting GoCardless stops automatic collection and keeps all recorded payments. Invoices keep their payment history.

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Permissions

Payment details on an invoice follow Pike roles: people who can see the invoice see its payments.

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Limits

• One GoCardless account per workspace.
• Only currencies and schemes that GoCardless supports.

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Related

• GoCardless integration overview: How collection works, how agencies use it, and FAQs.
• Stripe: Add a Pay online link to every invoice.
• Retainers: Set up retainer projects in Pike.