How to Import an Existing Mandate through Go Cardless

You can import an existing customer mandate from GoCardless into Aerona by following the below steps: 

Go to 'Patient' > 'Financial' > 'Go Cardless' > 'Import Existing Mandate'. See below:

You will then have to enter the Customer ID/Reference for the customer. You can get this from your GoCardless account.

To get the customer reference in GoCardless log in to your GoCardless account and select customers from the menu. You will then be able to see the customer ID / Reference above the customer details. See below:

Once you have entered the Customer ID and clicked the import mandate button you will then be asked to confirm the mandate.

After Clicking yes, you will now see the imported mandate details.

Please note: Importing the mandate will only import the patient's details, any existing payments will not be transferred.