GoCardless Integration

GoCardless is a Direct Debit provider, which enables you to accept Direct Debit payments. Direct Debit is the transfer of money from one bank account to another, typically to pay bills.

Integrating GoCardless with Zoho Subscriptions will let you receive payments to your account directly from your customers’ bank account. Your customers will be able to pay for the invoices you send directly using the link provided in the email or through the client portal.

Things to remember:

Connecting GoCardless with Zoho Subscriptions:

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

New GoCardless Users

New GoCardless Users

Existing GoCardless Users

Existing GoCardless Users

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

GoCardless Login

Making payments through Client Portal using GoCardless.

Your customers can make payments for an invoice through client portal using GoCardless.

To do so, request your customers to follow the steps below.

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

GoCardless Client Portal

Other actions

Preference:

Mandate Description

You can change the header content of the payments page by changing the Mandate Description. To do so, follow the steps mentioned below,

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

Mandate Description

Transaction History

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

Transaction History

Remove Integration

To disable the Zoho Subscriptions - GoCardless integration,

Remove Integration

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