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 GoCardless within CPL:

Getting Started and Essentials

Creating Direct Debit Mandates

Direct Debit Calculation

Creating Instant Bank Payments

Creating One-off Payments

Creating Direct Debits and Making Payments in the Web Portal

Essentials

For the integration to work, you need to populate the Estimated Annual Expenditure (EAE) on your properties. Learn how to do this here.

Set the description used for CPL transactions made from GoCardless in the system option Go Cardless Direct Debit Payment Description.

Reports

You might find it helps to track the progress of your Direct Debits by setting up your own User Reports.

The following report focuses are available to build your own reports with:

1. Category: Client
   Focus: Go Cardless Health Check
   How it helps:
1. See the status of the direct debits in the GoCardlessMandateStatus column.
   
2. See the status of the last payment in the LastPaymentStatus column.
   
3. See owners that didn’t sign up using the link you have sent to them in the GCIssueStatus column.

1. Category: Client
   Focus: DD Status
   How it helps:
1. See the Last DD Status from the pin panel on client accounts.
   
2. When setting up the report, you might want to exclude Not Setup statuses.

• Related Articles

• 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: Load the client account in question. Select the Direct Debits tab. Select ...

• 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 ...

• Direct Debit Calculation

  This article is part of the Go Cardless section. You can find all related articles listed here. When creating a direct debit mandate and clicking the Calculate Direct Debit button described here, a window will pop up where you need to select a ...

• 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.