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cenourinha

Explain GoCardless workflow

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Dear WHMCS Team,

I would like to learn more about GoCardless integration. For what o understand, GoCardless isn't a realtime payment solution, as it needs a grace period before being able to charge the customer.

Can you please explain better how will it work with WHMCS?

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Hi @cenourinha,

A very good question and I'd be happy to explain.

GoCardless works on a "Direct Debit" (That's what it's called in the UK) system. What happens is when a charge is requested, GoCardless then make a request to the bank directly using account numbers for these funds. GoCardless will also email the client, informing them of the impending charge as is stipulated in the rules for these types of payments.

The bank usually takes a couple of days to return a final response and transfer the funds (if available) to GoCardless who then credit this to your account.

WHMCS, whilst waiting for this payment will mark the invoice as "Payment Pending". This is still considered "UNPAID" however, once WHMCS receives confirmation a few days later from GoCardless that this charge was successful, the invoice is marked as "PAID" and any applicable service activated. (If you have "Activate after first payment is received enabled)

I hope this answers your query. More information on how the Direct Debit scheme works can be found here: https://www.directdebit.co.uk/DirectDebitExplained/pages/whatisdirectdebit.aspx

You can see what countries (and their equivalent "Direct Debit" style schemes) that GoCardless supports here: https://gocardless.com/schemes/

And finally, you can review our own documentation on the module here: https://docs.whmcs.com/GoCardless

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When the "Payment Pending" status was added for invoices, it was only added in some places in the admin area. The invoice statuses under "List All Invoices" in the left panel doesn't include that status, and the Billing->Invoices menu drop down doesn't include those invoices either.

You really have to know what you are doing & know that you need to look right now when you want to find invoices in Payment Pending status. E.g. going to "List All Invoices" then doing a custom search for that invoice status.

All the other invoice statuses are displayed elsewhere, so.. it's easy for an invoice to get "lost" or go unnoticed in the current UI.

It would be great to see the "Payment Pending" status included as an option in all the places where other invoice statuses are included.

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On 14/01/2019 at 10:31, WH user said:

It would be great to see the "Payment Pending" status included as an option in all the places where other invoice statuses are included.

not to disagree that the v7.7 release should be updated to include this invoice status, but you could manually edit the sidebar.tpl and menu.tpl templates and add the links yourself if they don't do it.

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Hi,

At this time, "Payment Pending" status is considered "UNPAID" however, there is not a dedicated menu option to filter this.

If you do wish to filter these invoices, you can do so by navigating to Billing and directly selecting "Invoices".

From this screen, you can search/filter by "Status". Payment Pending is included within this list.

Screenshot: 

01.15.2019-21.04.15

I hope this helps.

 

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