GoCardless

GoCardless is a UK based Direct Debit provider. Integrating GoCardless with Zoho Books 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 client portal.

Things To Remember:

contacts page

Connecting GoCardless with Zoho Books:

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

Existing GoCardless Users

Connect to GoCardless

Connect to GoCardless page

New GoCardless Users

New user

New user

Other Actions

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,

Preference-description

Preference-gocardless

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

Preference-gocardless

Mandate Sync

Direct debit sync in GoCardless allows you to fetch your customers’ mandate details from your GoCardless account to your Zoho Books account.

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

To enable Mandate Sync,

Reconciliation

Reconciliation helps you keep track of GoCardless transactions along with the fees levied on each transaction. The amount for all Invoices paid via GoCardless will fall into your GoCardless Clearing account. Now, by enabling Reconciliation you will get a clearer picture of what happens, that is, you can track the amount you actually receive in your account and the amount that is being withheld as transaction fee.​

To enable reconciliation:

Banking-configuration

Banking-setup

Account Where GoCardless Transfers The Money:
You can map your bank accounts in which you receive payments from GoCardless.

Fees Account:
This account tracks the fees charged by GoCardless for the transactions processed through their payment gateway. By default, the label is GoCardless Fees. This account will be of type Expense.

Sales Account:
This account tracks the total sales that happened through GoCardless transactions on your GoCardless account. By default, the sales account is selected. This account will be of type Income.

Monitoring GoCardless Clearing in Zoho Books:

The GoCardless clearing account in the Banking module will give you insights on the transactions that happened on a daily basis. You can easily have a clear picture of the consolidated sales that happened, the fees GoCardless has charged for the transactions, refunds if any and the amount transferred to your bank account by GoCardless. If there are any pending amount that GoCardless owes you, it will be shown as Amount in Zoho Books on the main tab.

banking-gocardless

Also can be viewed from the Banking main window,

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Transactions Involved in GoCardless Clearing Account

Type Description
Sales without Invoices Total amount of previous day’s consolidated sales processed through your GoCardless account.
GoCardless Fees The fees GoCardless charges for every transaction processed through their service.
Transfer Fund The amount GoCardless deposits in your bank account.
Customer Payment The amount received for the invoices sent via Zoho Books.
Edit/Disable:

You can edit the accounts configured with GoCardless or choose to disable the GoCardless feeds.

banking-gocardless

Transaction History

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

Transaction-gocardless

Remove Integration

To disable the GoCardless integration,

Remove Integration

Making payments through Client Portal using GoCardless

Client Integration

Note: Customers can also choose to save their account details for future transactions by checking the Use this Direct Debit mandate for future transactions option.

Client Integration 3

Client Integration 2

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