GoCardless - Linking with MagManager

** You can only connect your GoCardless account to one organisation. (Example you cannot connect your GoCardless account to both MagManager and  GoCardless for Xero at the same time). **

1. Ensure that you have a GoCardless account before starting. If you need to set one up go to the GoCardless website: https://gocardless.com/
   
   
2. Once your GoCardless account is set up. In MagManager go to the main settings page  > Under Accounts > Select GoCardless.
    
   
   
   

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3. Click 'Connect to GoCardless' - this will take you to GoCardless, follow the steps to connect MagManager to GoCardless.
   
   
   
4. Once connected, complete the GoCardless set up in MagManager.
   ~ Payment Account - select your payment account from the dropdown (only if you are connect to a third party account package)
   ~ Payment Method - select your payment method from the dropdown, example GoCardless
   ~ Don't Transfer Payment to Xero (only visible to Xero users) - by default the paid status will be updated in Xero unless you check this box.
   ~ Automatically Request Payment On Invoice Creation - when selected a payment request will be automatically created when invoices are created on the client financial tab.
   ~ Click the 'Customise Direct Debit Setup Landing Page' and edit the template to suit your requirement.  This is the page your client will see after they have signed up to GoCardless.
   
   

Adding GoCardless Payment Link To Invoice Document Template

To add the GoCardless payment links to the invoice doucment template.  Go to the main settings page > Under Admin > Select Document Templates > Under System Documents > Select Invoice (standard document) > Click the area of the document where you want to add the link > From the token side bar go to GoCardless > Select Single Payment Link (for a single instant payment with no continuing direct debit) or Pay and DD Mandate Link (for an instant payment with continuing direct debit set up). 

NOTE: if you would like to have two invoice templates set up, one with the single payment link and one with the instant payment with continuing direct debit - check out the notes on setting up multiple invoice templates.

Create Direct Debit Payment Collection Message 

To create the direct debit payment message: Go to the main settings page > Under Settings > Select Internationalise > Select Invoice Tab > Enter your message in the text field.

Add Payment Message To Invoice & Invoice Email Document Templates

1 To add the text to the invoice document template: Go to the main settings page > Under Admin > Select Document Templates > Under System Documents > Select Invoice (standard document) >> Click the area of the document where you want to add the text > From the token side bar go to Invoicing > Select Direct Debit Text - the yellow token will appear in the document.

The text will appear on the invoice as below:

2 To add the text to the invoice email document template: Go to the main settings page > Under Admin > Select Document Templates > Under System Documents > Select Invoice email > Click the area of the document where you want to add the text > From the token side bar go to Invoicing > Select Direct Debit Text - the yellow token will appear in the document.

The text will appear on the invoice email as below:

How to set up a client direct debit mandate is coverd here.

How to collect payments via GoCardlesss is covered here.

How to cancel and invoice and direct debit instruction is covered here