Some organizations pay for several of their entities from one bank account. In GoCardless this is a single customer with one mandate, but in Kolleno each entity is a separate customer with its own invoices. By default Kolleno links a GoCardless customer to only one Kolleno customer, so only one of those entities can be collected by direct debit.
Turning on shared GoCardless customers lets one GoCardless customer back several Kolleno customers, so all of them can be collected on the same mandate.
When to use it
Use it when one payer settles invoices for several of your Kolleno customers, for example a parent company paying for its subsidiaries, or a group paying for multiple sites or branches.
You do not need it if every Kolleno customer pays from its own bank account.
What changes
| Off (default) | On |
Kolleno customers per GoCardless customer | One | Several |
Where the mandate appears | On the first customer linked only | On every customer linked to that GoCardless customer |
Who can be paid by direct debit | That one customer | Any of them |
Importing the same GoCardless customer ID onto another customer | Not applied. The ID stays with the customer that already holds it | Applied to every customer |
Before you turn it on
Customers that previously had no payment method on file may gain one. If their automatic payment method is set to auto detect, they will start being collected on the next payment run. See Capturing overdue invoices automatically during payment runs for which invoices a run picks up.
If you want to review the new mandates before anything is collected, please switch automatic payments off first. Once you are happy with the mandates imported, you can turn it back on again.
Turning the feature back off later does not remove mandates that have already been created. Those have to be removed separately, so it is worth reviewing before rather than after.
Check that the field feeding the GoCardless customer ID holds real GoCardless IDs. They begin with CU. Any other value cannot be matched to a mandate.
How to turn it on
The setting is applied per company by the Kolleno team. Contact your account manager or email support@kolleno.com mentioning the setting code has_feature_shared_gocardless_customer_id and we will enable it and run the mandate import for you.