What Is GoCardless?
GoCardless is an online Direct Debit specialist that manages the entire collection process on your behalf. It's perfect for invoice payments of variable amounts, subscriptions and fees.
Direct Debit allows you to collect funds automatically on payment dates.
Once a Direct Debit is in place, you can use it to collect one-off or recurring payments of any amount.
You choose the dates you collect funds, meaning you’ll be able to predict future revenue for your business.
Merchants can either collect and manage their payments using a simple online tool or can integrate with our REST API.
How the GoCardless Integration works
The GoCardless integration will allow you to collect your client's payment details as part of your onboarding process.
You can choose at which stage of the acceptance process you capture your client's payment information by defining your integration settings.
Once the client has entered their payment details, this will be stored in your GoCardless software for you to utilise going forward.
How to set up the GoCardless Integration
Make sure you have an active GoCardless account before you begin.
Step 1: To establish a connection head to Settings > Integrations and select GoCardless from the left hand tab.
Step 2: You will then need to click the toggle to turn on the GoCardless integration.
Step 3: You will be prompted to login to GoCardless so enter your details and once you're in, you will be redirected back to the integrations page in OverSuite, where the connection should now show as successful.
Step 4: You can now configure your GoCardless settings.
You can choose which templates you would like to link the GoCardless to, so that when a particular template is used to create an Engagement Letter, only the templates linked in this section of the integration settings will utilise the GoCardless mandate to capture your client payment details.
(e.g. You may want to set your new client template to use GoCardless, but your renewals you may not want to use GoCardless as you already have these client's payment details)
You can also choose what part of the acceptance process you would like the GoCardless mandate to show, by using the toggle to select During or After acceptance.
During Acceptance: GoCardless is part of your acceptance process and the Engagement Letter will not show as 'won' until the client has accepted and filled in their payment details.
After Acceptance: GoCardless is not part of the acceptance process, meaning the client can accept the Engagement Letter and not fill out their payment details and the proposal will show as 'won'. The request for the client to fill out their payment details will show after the Engagement Letter has been accepted.
If you opt for 'After Acceptance' this will allow you to tailor the message that shows on the screen after the client has accepted their Engagement Letter, to instruct them that the need to input their payment details.
Step 5: Save your settings.
Be sure to click 'Save settings' to ensure your changes are saved.
If you have any questions, please reach out to us! 😃