WPdirectdebit reads the Billing Request Templates you have created in your GoCardless account and lets you build a fully configured Gravity Forms form from each one — with a single click. This is the fastest way to get a working payment form onto your site, and it is especially useful when you already have an established plan in GoCardless that you want to replicate for new customers.

A Billing Request Template is a reusable blueprint created in the GoCardless dashboard. It stores mandate settings — currency, scheme, description — and optionally a payment amount. GoCardless generates a unique authorisation URL for each template, which you can share directly with customers to collect a mandate or payment without any additional web page or form.

Templates are most commonly used in GoCardless to standardise the onboarding flow for a particular plan or product, and to make it easy to update that flow centrally.

From the Templates screen in your WPdirectdebit settings, you will see a list of your GoCardless Billing Request Templates. For each one you can click Build Form to generate a ready-to-use Gravity Forms form and WPdirectdebit feed, pre-configured from the template's settings.

The generated form includes:

• A plan summary at the top of the form showing the plan name, subscription amount and billing schedule, and any joining fee
• Email address
• Name (first and last)
• Phone number
• Full address
• A payment amount field (visible to the customer), if an amount was specified

The field order matches the GoCardless customer flow — email is collected first, followed by name, phone, and address. All Customer Prefill mappings are wired up automatically — the customer's details from the form are passed to GoCardless without any further configuration. The form is given the title [WPDD] so it is easy to identify in your Gravity Forms list.

A WPdirectdebit feed is created at the same time, with the payment type, currency, mandate description, and subscription settings all set from the template and the options you select in the build modal.

Two email notifications are also created with the form. An admin notification is active immediately and sends a summary of each new sign-up to your site's admin address. A customer confirmation is created in a disabled state — review the message, personalise it if you wish, then enable it when you are ready to send it to customers.

When a GoCardless template is configured to collect both a subscription and a one-off joining fee, GoCardless internally creates two Billing Request Template records sharing the same name — one for the mandate and subscription component, one for the joining fee payment. WPdirectdebit detects this automatically and merges them into a single row on the Templates screen, so you see one entry per plan rather than two.

When you open the build modal for a template that includes a joining fee, the fee amount and description are pre-filled from GoCardless. You can adjust these values before building if needed. The generated form and its WPdirectdebit feed are configured to collect both the subscription and the upfront joining fee in a single customer journey.

When you open the build modal, WPdirectdebit checks your active GoCardless subscriptions and looks for any that match the template by name. If it finds a consistent match — where all sampled subscriptions on that plan share the same amount and interval — it pre-populates the amount, schedule, and preferred collection day fields in the modal for you. You can accept or adjust these values before building.

The collection day is read from each subscription’s scheduled collection date. For BACS subscriptions, GoCardless does not store a separate day-of-month field — WPdirectdebit infers it from the subscription’s start date instead.

If no matching subscriptions are found but the template has a fixed payment amount, that amount is suggested instead. Where subscriptions exist but vary in amount (for example different customer tiers on the same plan), the amount field is left blank for you to complete.

Note on subscription amount for joining-fee templates: GoCardless Billing Request Templates do not store the subscription amount — only the joining fee amount is available from the template data. If the build modal cannot find a matching active subscription to infer the amount from, the amount field will be blank and a prompt will direct you to check your GoCardless dashboard. This is a GoCardless API limitation and not something WPdirectdebit can work around.

Subscription data is cached for fifteen minutes to avoid repeated API calls. Clicking Import Templates always fetches fresh data and clears this cache, so if you have just added a subscriber you can click Import Templates to pick up their details immediately.

If a form has already been built for a template, the button changes to Rebuild Form. Rebuilding creates a fresh form and feed — useful if you need to update the settings, for example if the subscription amount or interval has changed.

When you rebuild, the previous form is unlinked from the template but is not deleted. All existing entries on that form are preserved. The old form remains in your Gravity Forms list and you can delete it manually once you are satisfied that no entries need to be retained.

WPdirectdebit template-based forms serve a similar purpose to GoCardless templates but work differently in several important respects:

Because a single WPdirectdebit form can be used by any number of customers, it behaves in a similar way to a GoCardless template for onboarding new sign-ups at scale. All new customers go through the same form — any change you make to the form or its feed immediately affects everyone who signs up from that point on.

This makes templates a practical tool for managing plan changes. If you increase a subscription price or change the billing interval, rebuild the form from the template, update the amount in the build modal to match, then swap the embedded form on your website to the new one. Only new customers signing up via the new form will be placed on the revised plan.

For changes that need to apply to existing subscribers, WPdirectdebit includes a bulk subscription management tool. From the Subscriptions screen you can update the price, pause, or resume all subscriptions that share a given name — which is the name GoCardless records when a subscription is created through a form feed. This means every subscriber on a particular plan can be updated in a single operation without touching the GoCardless dashboard or writing any API code.

Important — app ownership: GoCardless enforces strict ownership at the API level. An app can only modify resources it created. This means WPdirectdebit can only bulk-manage subscriptions that were created through WPdirectdebit — not subscriptions created via GoCardless Billing Request Templates, the GoCardless dashboard, or any other integration. If you have existing customers who signed up through a GoCardless template or another tool, their subscriptions sit outside WPdirectdebit’s reach and must be managed directly in GoCardless. This is one of the key reasons to move new sign-ups onto a WPdirectdebit form rather than continuing to use the GoCardless template URL: every new customer who goes through a WPdirectdebit form will have their subscription owned by WPdirectdebit, and therefore manageable in bulk.

When you trigger a bulk price update, WPdirectdebit fetches every active or paused subscription in your GoCardless account that matches the name, skipping any that do not have a scheduled upcoming payment (since those cannot be amended). Bulk pause lets you halt subscriptions indefinitely, for a set number of cycles, or until a specific date — the correct number of cycles is calculated automatically for each individual subscription. Bulk resume reactivates paused subscriptions matching the name.

Because a large account may have hundreds or thousands of matching subscriptions, the operation runs in chunks of fifty subscriptions at a time. API calls are throttled to avoid hitting GoCardless rate limits, and if a rate limit response is received the job pauses automatically before retrying. You can track progress on the Subscriptions screen while the job runs.

WPdirectdebit identifies the subscriptions it owns by writing a metadata tag to each GoCardless resource it creates. This is controlled by the Write plugin metadata to GoCardless resources setting in the GoCardless Settings panel of WPdirectdebit, which is enabled by default. With this setting on, bulk operations filter automatically to only subscriptions carrying the WPdirectdebit tag — which in practice is the same set GoCardless would permit the plugin to edit, but it avoids making API calls that would fail and allows the Subscriptions screen to clearly distinguish plugin-created subscriptions from any others in your account.