Great news for our customers with an active GoCardless integration!

The ability to import pre-authorisations created outside Clear Books into your account and link them with your existing customers is now available. To access this feature navigate Tools > GoCardless > Pre-authorisations > Link existing pre-auth.

Form here you’ll have the option to link an individual pre-authorisation with one of your customers. In case you want bulk processing, simply upload a CSV file with all the entities and pre-authorisation IDs you want to be linked. In either case we’ll process them and notify you with the result (on screen for individual linking, or in a CSV file for bulk processing).

If you have any questions, please do not hesitate to leave a comment at the end of this post or select the ‘Need Help?’ link in the top right of your Clear Books account to submit an email to our support team.

David Eaton

Posted by David Eaton

David is a Chartered Accountant and Director of SME Strategies (smestrategies.co.uk) which offers tailored support to ambitious SMEs and gives mentoring to owner managers.

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