GoCardless process Direct Debit payments on behalf of other businesses. The user can connect a GoCardless account from the GoCardless Settings page. Connecting an account through the Global Settings page means the user can use one GoCardless account for all their branches. If the user would like to connect separate GoCardless accounts to individual branches, this can be done through the System Settings page. For further information please refer to the System Settings -> GoCardless Settings documentation on the Support Portal.
To connect an account, click on the 'Connect GoCardless Account' button.
Clicking this button will take the user through to another page where they can either sign in to their GoCardless account or sign up for a new account.
Once connected, three tabs will appear at the top of the GoCardless Settings page. The first tab is a list of parent's details, including parent's name, parent's email, children's names and their GoCardless status (either no mandate, pending or authorised). The second tab lists parents who are GoCardless customers, also listing their mandate reference. The third tab is settings, where the user can select to automatically collect payments and select a payment identifier.
