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GoCardless - Introduction

Set up direct debits using our integration with GoCardless and simplify your payments.

GoCardless allows your customers to automatically pay their invoices via direct debit, helping you save time and ensuring timely payments.

Enabling GoCardless

To set up GoCardless:

  1. Click < to the right of Billing.
  2. In the expanded menu click Settings.
  3. Select Payment Methods.
  4. Click  Activate on GoCardless widget. 

You’ll be redirected to the GoCardless website to register or login if you already have an existing account.

Inviting Your Customers to Setup Direct Debits

Once GoCardless is connected, you can send customers an invitation to set up their direct debit.

For step-by-step instructions, see ➡️ Inviting Customers to Set Up Direct Debits

Syncing GoCardless Mandates

If your customers already have active GoCardless mandates, you can import them into Class Manager instead of asking them to set up a new mandate.

For step-by-step instructions, see ➡️ Syncing GoCardless Mandates.

📝 Important Information About Mandates

If you make any changes to your GoCardless account, like upgrading your GoCardless account, it may disrupt the processing of ongoing mandates. In such cases, you will need to cancel the current mandates and set them up again to ensure uninterrupted payment processing.

Configuring Payment Timing

You can choose when GoCardless collects payments from customers in relation to their invoice due date.

  1. Click < to the right of Billing.
  2. In the expanded menu click Settings.
  3. Select GoCardless.
  4. Go to the Settings tab.
  5. Under the payment timing settings, specify how many days before the invoice due date the payment should be collected.
  6. Save your changes.

Once an invoice is approved, GoCardless will use this setting to determine when the payment should be collected.

Setting Up Individual Direct Debit Preferences for Customers

 You can control how GoCardless payments are automatically created for each customer. 

  1. Click < to the right of Customers.
  2. In the expanded menu click View All.
  3. Select the customer and navigate to the Settings tab.

In the Direct Debit Settings section:

  • For customers not using payment plans:
    • Allow automatically create payment once invoice is approved - set to Yes
    • Allow automatically create payment for payment plans - set to No
  • For customers using payment plans:
    • Allow automatically create payment once invoice is approved - set to No
    • Allow automatically create payment for payment plans - set to Yes

For more information about using GoCardless with payment plans, see ➡️ Payment Plans Using Direct Debit (GoCardless). 

Issuing Refunds from GoCardless

GoCardless refunds are processed directly through your GoCardless dashboard, as Class Manager does not currently support issuing GoCardless refunds.

When issuing a refund, GoCardless recommends waiting at least 7 days after the original charge to ensure the payment has been fully settled and the funds have been received in your account.

For instructions on processing a refund, refer to GoCardless's current refund guidance.

Turning Off GoCardless

You can enable or disable GoCardless at any time. To globally disable it for all customers:

  1. Click < to the right of Billing.
  2. In the expanded menu click Settings.
  3. Select Payment Methods.
  4. Select Disable in the GoCardless widget.

For further support, feel free to contact our customer service team, who can guide you through any step of the process. 🙌