** 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). **
How to Link Gocardless to MagManager is covered here.
Setting clients up for GoCardless payments
Option 1 - Send the invoice containing the GoCardless 'Pay and DD Mandate Link' to the client and they can sign up directly from there.
NOTE: Ensure the 'Payment Method' field on the client record is set as 'Please Select'. If it is set to GoCardless or Direct Debit the GoCardless payment link will NOT appear on the invoice.
or
Option 2 - Create a GoCardless Email with the 'GoCardless DD Mandate Link' and send it to the client to let them set up the direct debit mandate in advance.
The steps below cover how to create and send the GoCardless Email to your client. The email contains a unique link which takes them to GoCardless where they can set up the direct debit mandate.
NOTE: Mandates take up to 3 days to become active, as the person has the right to cancel.
Step 1 Create a New Document Template
Go to the main settings page > Under Admin > Select Document Templates > Select My Documents tab > Click the green "New Document" button top-right of the screen > Next choose Email Document > Choose a context (for mailshots use General) > Under Base My Document on Select Create A New Document.
Example document below, create a similar message including the 'GoCardless DD Mandate Link' token to suit your requirement and Save it
Step 2 - Set the new email template to be available on email tab of the client screen
Go to the main settings page > Under Admin > Select Document Templates > Select My Documents tab > Search for the GoCardless Email (or the name you gave it) > Under the header 'Available on Client' there will be a red X > Click the red X and it will turn into a green tick > The email will now be available on the email tab of the client record
Step 3 - Send the email to the client
Open the client record > Select the Email tab > Select the GoCardless Email.
A preview email will open, which includes a unique link > Edit the text if required > Click Send Email.
The client clicks on the link in the email, which takes them to GoCardless to complete the direct debit mandate
The client will see the following screens
Once complete they will then be redirected to your direct debit landing page thank you message.
Once the client completes the online Mandate you will be notified directly by GoCardless and you will also receive a notification in MagManager
The details tab on the client record will automatically be updated to show the Payment Method as GoCardless
And once an invoice has been raised on their account, an additional column will appear headed GoCardless on the Invoices tab.
How to Collect payments via GoCardless is covered here.
How to cancel an invoice & direct debit instruction is covered here.
0 Comments