Creating Instant Bank Payments

This article is part of the Go Cardless section. You can find all related articles listed here.  

To create an instant bank payment for a client, please follow the below steps:

1. Load the client account in question.
   
   
2. Select the Direct Debits tab. 
   
   
3. Select the relevant Direct Debit profile. Select Amend. 
   
   
4. Select Email Instant Bank Payment Link:
   
   
   
   
5. The client's default email address will pop up but you can amend it if a different email address is to be used for this transaction. Click Finish.
   
   
6. The next window will be pre-populated with the client's balance which you can amend. The amount must be positive so if the client is in credit, change it to a positive amount. You can add two decimals if needed. Click Finish.
   
   
7. Click OK in the Email Sent pop-up window.
   

The client will receive an email with a customised link to follow through. They need to complete the payment details and pay in their banking app or on the bank's website:

Once the client has completed the payment, you will see it in your Go Cardless Portal under Payments.

The email sent to the client is saved on the Documents tab of the client account.

After 24 hours the payment will appear on the Transaction Activity tab of the client account in CPL.

• Related Articles

• Go Cardless - Getting Started and Essentials

  Introduction The integration between CPL and Go Cardless simplifies how you receive payments from your clients by enabling you to accept instant bank transfers and Direct Debit payments into CPL. The following articles provide guidance on using ...

• Creating One-off Payments

  This article is part of the Go Cardless section. You can find all related articles listed here. Follow the steps below to create a one-off payment on the direct debit screen: Load the client account in question. Select the Direct Debits tab. ...

• Creating Direct Debit Mandates

  This article is part of the Go Cardless section. You can find all related articles listed here. First Steps Load the client account in question. On the Account tab set the Payment Type to Direct Debit. Select the Direct Debits tab. Highlight the ...

• Creating Direct Debits and Making Payments in the Web Portal

  This article is part of the Go Cardless section. You can find all related articles listed here. If the GoCardless integration is turned on, your clients can make payments and set up direct debits in the Web Portal via GoCardless. Make a Payment Click ...

• Bank Reconciliation

  Please click on the image below to access the Training Guide for Running a Bank Reconciliation.