Run and reconcile Direct Debit collections

Review collectable invoices, create a controlled GoCardless run, sync payment states, and resolve unmatched or reversed collections.

Reviewed 26 July 2026For Web, iPhone & iPad, Android
In this guide

Connect GoCardless and create customer mandates before attempting a collection. A Direct Debit run schedules selected eligible invoices; it does not mean the money has already cleared.

Instructions for your platform

Choose where you’re using Surehand. We’ll remember your selection for the next guide.

Create a Direct Debit run on the web

  1. Open Finances → Direct Debit run.
  2. Choose Refresh to load the current preview.
  3. Review the proposed charge date and blocked customers.
  4. Select only the invoices you intend to collect.
  5. Choose Review payments and check the final count and total.
  6. Confirm the run once.
Example data: the current GoCardless connection prerequisite for the fictional Surehand Co workspace on the web
Example data: the current GoCardless connection prerequisite for the fictional Surehand Co workspace on the web

To review collected payments, open Finances → Payment reconciliation. Choose Sync GoCardless before assessing the queue.

Understand blocked customers

An invoice may be blocked because the customer has no active mandate, the mandate is pending or failed, the currency is unsupported, or another collection is already in progress. Resolve the stated reason instead of repeatedly creating another run.

Reconcile the result

Sync imports the latest state from GoCardless. Reconciliation then controls how each collection is represented in Surehand.

  • Link an unlinked collection to the correct invoice when the customer and amount match.
  • Leave an item for review when the evidence is incomplete.
  • Ignore an item only when you understand why it should not create or change a Surehand payment.
  • Review reversed or charged-back payments promptly; the related invoice may need to be reopened.

Never link a payment based only on a similar amount. Check the customer, GoCardless reference, invoice and charge date.

Avoid duplicate collections

After confirming a run, wait for the refreshed state. Do not submit the same invoices again because the page appears slow. Check the payment or reconciliation area before retrying after an error.