Provide an instant banking option for your customers to pay for their invoices. This offers reduced fees in comparison to credit/debit card transactions.

With the combination of the GoCardless and Stripe integrations working hand in hand, you can set limits as to when the option to pay by card is automatically hidden based on the value payable within the Invoice portal. This gives you the peace of mind that no changes to emails or payment links are needed.

A Payment method is required for integration setup.

GoCardless 🔗️ Instant bank pay is supported for use in Commusoft's self service portals and🔗️ Payment is supported for setting up Direct Debits.

Payment reference is generated by GoCardless and is searchable within their platform.

GoCardless requires an accurate customer postcode to take payments.

View integration

➡️ Profile icon > Integrations > Payments

Add integration

➡️ 1. Go Cardless > Add integration > Connect to GoCardless

The GoCardless login page will show, log in or create an account if you don't have one already.

GoCardless page.png

Contact GoCardless if you would like to discuss opening an account in more detail.

Once Commusoft reloads, the next step will be displayed in the side panel.

➡️ 2. Select GoCardless creditor from dropdown > Continue

This is the account Commusoft will send the payment requests, if you have multiple GoCardless creditor accounts associated with the login details entered previously, they will be displayed for selection.

➡️ 3. Select payment method for Instant pay > Select payment method for Direct debit pay > Continue

Each payment method must have an option selected and is required for setup, even if you do not intend to use one of the payment types.

Only one payment method can be selected for each payment type and the same method cannot be used.

Once you have completed setup, your integration will be active and the card will display new options.

Active GoCardless.png

It is not currently possible to select a nominal code to use with GoCardless payments. The first nominal code created on your account will be used, this is logged internally as ID1. Please contact support@commusoft.com for any assistance with locating this nominal code.

Manage integration

➡️ Manage integration > Change Instant pay or Direct debit payment method > Continue

Disconnect integration

➡️ Disconnect > Type Disconnect > Disconnect

Any payments still pending when the integration is disconnected will fail in both platforms and will need to be taken with another payment method.

Next steps

With your GoCardless integration now set up, you can proceed to:

Add the relevant self service portal tags in your Invoice email template and Statement email template.
Set up your Invoice portal settings and Statement portal settings.
Set up Contract templates for taking payments via Direct Debit.

Troubleshooting

If there is an issue with your GoCardless integration, you may see another status on the integration card:

Error: The GoCardless account is integrated with multiple Commusoft accounts. To resolve this issue, disconnect GoCardless from all other Commusoft accounts you may have integrated with.
In review: GoCardless need to review your account and you will need to wait for them to complete this process. If you need to discuss this further, please contact GoCardless in the first instance to ensure they have completed this process and can confirm this for our Client services team to assist.