Credit card payments in
Question asked by Shirley Wyatt 9 years ago
Hi, My customers want to pay by credit card. How do I add this option to my sales invoices (IF its possible?)
First, you would need to sign up to GoCardless - toggle it on in the Settings>Configure system>Toggle features menu
Next, you would need to register by heading to Tools>Intgrations>GoCardless.
Once that is complete you can request payments (pre-auths) in a variety of different ways. Just to be clear a pre-auth is an agreement between you and your customer which will allow you to take payments up to a specified amount each month/year/etc. I have linked to the way you would do this on the main GoCardless menu within the system, however, you can also do this by clicking on any invoice and requesting a pre-auth - also the customer statement (sent via invoice/statement emails) includes a GC button which will allow your customers to set up their own pre-auths.
You can manually take money from a pre-auth for an invoice on the Tools>Integrations>GoCardless>Payments menu, or you can set up payments to be taken automatically:
Once a payment request from a pre-auth is activated it takes 5-7 working days for you to receive the money into your account - once the money is received Clear Books will automatically allocate a payment and create a GC transaction fee.
Best answerHi Shirley,
You will need to use a payment merchant. In CB at the moment you could do so by using Paypal - you would need to add a Paypal account (internet payments account):
and could enable the show payment button (which appears on customer statements):
On the invoice itself you would need to explain how to pay using the button on the statement in the invoice payment text on an invoice theme.
We don't currently have any integrations with any other card payment merchants, however, integrations is a project on our roadmap - the two most popular are Stripe and iZettle.
So how does 'go cardless' work?
Hi,
Would I get any kind of notification (when the payment is received) if we used Paypal for our sales invoices? ie would I have to log into our Paypal account, transfer received funds to our bank account, then apply the payment to the sales invoice?
GC is a Direct Debit payment merchant - you can send a payment request to your customer (or your customer can do this themselves). The customer then fills in a form with their bank account details and once accepted the payment request (pre-authorisation) allows you to take money for invoices via Clear Books.
For Paypal - yes that would all be a manual process, whereas this would be automated for GoCardless.
For the integrations we work on in future we would also be aiming to make this an automated process.
Hi,
Re GC: Please explain how I would go about 'sending a payment request', and how I would go about 'taking money' via Clearbooks, for their invoices
Ta,
First, you would need to sign up to GoCardless - toggle it on in the Settings>Configure system>Toggle features menu
Next, you would need to register by heading to Tools>Intgrations>GoCardless.
Once that is complete you can request payments (pre-auths) in a variety of different ways. Just to be clear a pre-auth is an agreement between you and your customer which will allow you to take payments up to a specified amount each month/year/etc. I have linked to the way you would do this on the main GoCardless menu within the system, however, you can also do this by clicking on any invoice and requesting a pre-auth - also the customer statement (sent via invoice/statement emails) includes a GC button which will allow your customers to set up their own pre-auths.
You can manually take money from a pre-auth for an invoice on the Tools>Integrations>GoCardless>Payments menu, or you can set up payments to be taken automatically:
Once a payment request from a pre-auth is activated it takes 5-7 working days for you to receive the money into your account - once the money is received Clear Books will automatically allocate a payment and create a GC transaction fee.
Best answerI have toggled the' go cardless', but cannot access the next step 'Tools, integration,go-cardless'
Hi Shirley - try logging out and in - if you let me know which of your accounts it is I can investigate further.
It sorted itself, I must've been too impatient! :-/
Ah cool :)
You must 