<aside> 💡 Manually linking a GoCardless Subscription to a recurring subscription allows you to troubleshoot and control the payment details of a subscription if there is any issue with either a failed immediate payment, or any other initial set-up errors.

1️⃣ Step 1 | Sell/Issue a Recurring pass, to create an External Subscription in BETA 2️⃣ Step 2 | in GoCardless, create and set-up the Direct Debit 3️⃣ Step 3 | Connect the GoCardless Direct Debit to the External Subscription in BETA

Usage Scenario Manually linking an external recurring subscription to a GoCardless subscription, allows you to take an immediate payment if the payment fails. As currently as of writing, GoCardless does not support immediate payment for Metro Bank and American Express.

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FAQs

1️⃣ Step 1 | Sell/Issue a Recurring pass, to create an External Subscription in BETA

<aside> <img src="/icons/warning_red.svg" alt="/icons/warning_red.svg" width="40px" /> ATTENTION! Selling/Issuing a pass with the method DOES NOT SET UP A RECURRING PAYMENT METHOD, only use this method to troubleshoot and if you are manually linking a subscription.

There are two ways to do this:

1.1 | Through a sale (only use for payments like cash, or terminal payment)

<aside> ⚠️ Take payment with desired payment method, ie this can be any payment method (Cash, Terminal, External Card, Stripe Link, or Issue Items to mark payment as Due). DO NOT USE THE GOCARDLESS PAYMENT METHODS. THIS WILL NOT BILL THE PROFILE.

This only takes payment for the first month, note how the subscription will display, and a pop-up will display that they have a subscription without a recurring billing method set.

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Screen Recording 2024-06-28 at 10.03.39.mov

1.2 | Manual issuing of a subscription (ie, without a sale)

<aside> <img src="/icons/info-alternate_lightgray.svg" alt="/icons/info-alternate_lightgray.svg" width="40px" /> Read the full information about issuing a pass without a sale below

Manually issue an entry/pass (without a sale)

For external subscriptions, once the subscription is manually issued to a visitor, it will be marked in a pending state. The subscription will remain in a pending state until you process a payment on the pass.

When the payment is registered, the first pass will be issued.

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subscription manual.mov

2️⃣ Step 2 | in GoCardless, create and set-up the Direct Debit

<aside> <img src="/icons/info-alternate_lightgray.svg" alt="/icons/info-alternate_lightgray.svg" width="40px" /> In your GoCardless dashboard, create a Direct Debit subscription with the same price as the recurring price that has been checked out. Follow along the GoCardless docs here

Set the billing date to at least 7 days before the current day of the month to ensure the payment has time to complete before the pass renewal date (if today is the 3rd of the month, set the date to the 26th, if today is the 15th, set the date to the 8th.)

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