Go to the portal and click on “Member balance top-ups”
You set three values; maximum limit per year, top up amount, and top up when credit is at
- Maximum limit is the total amount that can be requested through the mandate over a 12 month period. This isn’t what will be taken over the period. It is better to be safe and set this higher than you think as is more difficult to change later
- Top up amount is the amount your account will be credited through the direct debit each time. You want to ensure this is enough for at least 5 days as it can take time to clear (banks will vary, mine is instant), but depends on how regular you want to top up. A second top up cannot be called until the first one has cleared.
- Top up when credit is at is the balance of your account which triggers a direct debit. You want to set this high enough that you still have enough in your account for 5 days as it can take time to clear (vary depending on bank). A second top up cannot be called until the first one has cleared.
As a suggestion we have done the maths for direct debits depending on the number of squash courts and number of drinks per week as a guide. But ultimately you must work out what you think is appropriate.
Click “Register” and then fill in the mandate details and click confirm.
After that you are done! You will get an email confirmation from gocardless to say it has been setup, and an email each time a DD is called.