GoCardless

infoodle integrates with GoCardless in a similar way it does with other payment providers. To setup GoCardless with infoodle, you'll either need to sign up for GoCardless which can be done through infoodle, or you'll need to authorise an account that you already have with them.

Contents

1. Add a new Payment Gateway - GoCardless
2. Sign up for GoCardless
3. Authorise your GoCardless account
4. Verification of your GoCardless account
5. Adding GoCardless to a form
6. Notifications
7. Checking payment progress
8. Retries

Add a new Payment Gateway – GoCardless

1. To create a new payment method using GoCardless, open Administration > Payment Methods, click Add. From this screen choose the Payment Type 'Integrated Payment Gateway'

2. Complete the Payment Method form with the appropriate information, selecting 'GoCardless' in the field 'Payment Gateway you wish to use'

3. Complete the additional fields required for GoCardless: Payment Name, Fees, Xero Account, Type of Account, Supported Currency, Bank Account, and email address for notifications, click Save

4. Once saved, a prompt will be displayed for either existing customers to authorise their account, or for new customers to sign up

Go to Sign Up:

1. If you need to sign up for GoCardless, click on 'Go to Sign up'

2. The following GoCardless connection screen will be displayed

3. Click on ‘Go to GoCardless’ to be taken to the GoCardless sign up form. The signup form will be pre-populated with data from your infoodle login, but you can change it to whatever is required

Go to Authorisation:

1. Clicking on 'Go to Authorisation' will take you to a screen to connect your existing GoCardless account

2. Using your GoCardless credentials, sign into your GoCardless account from infoodle

Confirming GoCardless Connection

Once you have connected to your GoCardless account, check the connection by opening the Administration > Payment Methods page, clicking 'Action' > 'Edit' on the GoCardless payment method created

• If it was setup successfully you will see:

• If it was not successfully setup you will see:
  

Daily Verification
Each morning infoodle automatically checks the status of your account and authorises the connection. If you wish to do to this process manually it can be done from the Payment Methods screen, clicking 'Action' > 'Verify' on the GoCardless payment method

• Click 'Visit' to go to the GoCardless screen to complete what is required

Add the GoCardless Payment Method to a Form

Using the GoCardless payment method on a form is the same as every other payment method. Once the user submits the infoodle form using the GoCardless Payment they will be taken to the GoCardless screen to complete the payment information

Form Submission Response

Once the GoCardless payment form is completed and submitted, the user is returned to infoodle. The response screen can now be personalised on the Form Settings tab when editing the Form. See the example below using colour coding of repeating blocks. This is new functionality available to all payment methods:

Using the example above for a payment requested for today, repeating monthly for $35 would show:

Sign Up Notifications

The GoCardless ‘administrator’ will receive an email showing that the payment has been setup in GoCardless, this can be configured. Example:

Clicking 'View in dashboard' takes you to the new customer record in GoCardless:

Form Payment History

Reviewing the form entry, we can see the payment history at the bottom displaying the following information:

You can see the mandate has been lodged (i.e. it is requested and queued with GoCardless) and a payment has also been requested because in this example the payments were a one-off or were recurring and needed to start today. This process can happen even if you are not approved with GoCardless – however, no money changes hands until you are approved.

The donor will receive an email after a while (a few minutes – up to over an hour), direct from GoCardless. The wording is subject to the country and the organisation it is active in – in your case it would be infoodle or "richard @ infoodle.com" like in the example below:

This email also includes a PDF attachment which contains 3 pages of details and legal information relating to the mandate. Over time infoodle is notified of the progress of the mandate and payments:

See the two notes and two schedules – the first note is infoodle requesting it, the last request is GoCardless saying it has been created. The second note line ‘Notified’ message is showing an email was sent to the administrator of this payment method stating that the mandate had been created:

The donor will receive an email a few hours later from GoCardless:

View Form Usage in infoodle

• Click here for more information explaining how to view the forms usage in infoodle.

Retries

• Click here for more information on how retries are setup and processed in infoodle.