GoCardless

GoCardless is a UK based Direct Debit provider. Integrating GoCardless with Zoho Invoice enables you to easily collect one-off or recurring invoices via Direct Debit - putting you in control of your cashflow. Your customers will be able to set up the Direct Debit mandate and pay the invoices that you send using the link in the email or through the customer portal.

Things to remember

• To accept direct debit payments with GoCardless you must have a GBP/EUR bank account connected with your GoCardless account.
• Integrating Zoho Invoice with GoCardless will let you accept payments in GBP. But, to register for SEPA(Single Euro Payments Area) and to accept payments in Euro, you will have to contact GoCardless.
• In order for customers to be able to pay via GoCardless, you need to enable Allow this customer to pay via Direct Debit option for your customers under Contact edit section.

• It will take 3-5 days to process a transaction.
• The minimum transaction amount is £1 and the maximum transaction amount is £5,000. To increase this limit, you can contact GoCardless.

Connecting GoCardless with Zoho Invoice

Setting up an integration with GoCardless will enable your customers to make payments through the Customer Portal. To configure GoCardless,

Existing GoCardless Users

• Click the Gear icon found on the top-right corner of the window and select Integrations.
• Select Online Payments and click the Setup GoCardless button, listed below the GoCardless’s logo.

• In the following screen, enter your email and password registered with GoCardless and click Connect your GoCardless account.

New GoCardless Users

• Click the Gear icon found on the top-right corner of the window and select Integrations.
• Select Online Payments and click the Setup GoCardless button, listed below the GoCardless’s logo.
• In the following screen, you can create a new GoCardless account by clicking on the Sign Up button.

• Enter your name, organisation name, email and password and click Connect your GoCardless account.

• You will receive a verification email from GoCardless. To verify your account, sign in to your GoCardless account using the link provided in the email.
• Once signed in, select Settings in the top-right corner and select Company Info.
• In the following page, fill in your company information and the bank account details you would like to send/receive payments.

Other Actions

Mandate Sync

Mandate sync in GoCardless allows you to fetch your customers' mandate details from your GoCardless account to your Zoho Invoice account.

Here are a few things you should remember while enabling Mandate Sync:

• The primary email address of your customer in Zoho Invoice should match the email address of the customer in GoCardless.
• Only active mandates in GoCardless will be fetched.
• Mandates of two or more customers in Zoho Invoice with the same primary email address will not be fetched
• For customers to pay via GoCardless in the customer portal, you need to enable the Allow customer to pay via Direct Debit option in the contact edit page.

To sync the mandates,

• Click the Gear icon on the top-right corner and select Integrations.
• Navigate to the Online Payments tab and click the GoCardless.
• Click on the Initiate Sync option.

Preference

You can change the header content of the payment page by changing the Mandate Description. Follow the steps mentioned below to change the Mandate Description,

• Click the Gear icon on the top-right corner and select Integrations.
• Navigate to the Online Payments tab and click the Preferences button under GoCardless.

• You will be able to edit the Mandate Description in the pop-up.

Note: Your organisation’s name will be displayed by default if no Mandate Description is given.

Transaction History

You can view the list of all your transactions under Transaction History. To do so follow the steps mentioned below,

• Click the Gear icon on the top-right corner and select Integrations.
• Navigate to the Online Payments tab.
• Click the Transaction History button and you will be redirected to GoCardless where all your transactions will be listed.

Remove integration

To disable the GoCardless integration,

• Click the Gear icon on the top-right corner and select Integrations.
• Navigate to the Online Payments tab.
• Click the Remove button to disable the integration.

Making payments through Customer Portal using GoCardless

• Your clients can view a list of invoices sent by you in the portal. If the invoice is unpaid, they can choose to pay instantly by clicking on Pay Now.

• In the following page, they need to choose the Direct Debit option and click PROCEED TO PAYMENT.

• They’ll be redirected to the GoCardless payment page, where they need to enter their account details and initiate the Direct Debit process.

• The next time your customer wants to pay for an invoice, he can either pay using an already saved account or use another account.

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