GoCardless assistance

Question asked by Kevin Doran 9 years ago

I've recently introduced GoCardless with the first few payments trickling through this month.

This is what i've done so far:

  1. I run monthly recurring invoicing for most clients - these were already in place before GC was introduced
  2. I've enabled the GoCardless Toggle feature
  3. I've linked an existing pre-auth to one particular client (as a test)
  4. The DD has been collected from the client and GC paid me out a few days ago

I was hoping the transaction would be either automatically fed in like a PayPal import (that i'd then need to explain as normal) or even better automatically matched off against an outstanding invoice for the particular client. Neither has happened so far, the GoCardless bank is at nil and there's no import showing.

I should add the request to 'take payment' was made directly through GoCardless instead of via Clear Books. I'm wondering if that's where i'm going wrong and the only way the integration works properly is if the request is initially made via Clear Books?

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4 Replies

Hi Kevin,

I don't think this will work with the request in GC. On your recurring template have you set the payment account to be the GoCardless account in Clear Books - and then ticked the Attempt to collect money automatically from customer?

file

With this setting enabled as soon as an invoice recurs it will look for any available payments on a pre-auth. As long as the payment on the pre-auth is enough to settle the invoice it will begin the payment process.

Once the payment process begins it looks a bit like this on the invoice:

file

Once the status changes to complete (7 working days later) the system will apply a payment and create a GoCardless transaction fee. You can then transfer the amount received from the Gocardless account to your business account.

Best answer
9 years ago

Hi John

Thanks for the detailed response, I was hoping you'd pick this up based on previous threads.

To save wasting too much time now, are you about next Weds for 10 mins when i'm down? It'd be nice to put a face to the name anyway and you can briefly run me through it all properly then if you've got time.

9 years ago

Yep sure that's no problem! See you Wednesday :)

9 years ago

Perfect, thanks John!

9 years ago

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