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GoCardless Usage Questions

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Hi @WHMCS John,

I can see that this is around a year old but the Topic Title suggests it's the best place to ask these questions.

On 1/22/2019 at 10:11 PM, WHMCS John said:

WHMCS supports storing one set of payment details; local credit card and tokenised storage (eg. Stripe and GoCardless) simultaneously. This means it would not be possible to pay invoices under a single client account both via credit card and GoCardless at the same time. However this is something we're looking to add later in the year: https://requests.whmcs.com/topic/multiple-credit-card-support_1

The above would suggest that this was introduced in v7.8 but the link to Pay Methods (https://docs.whmcs.com/Pay_Methods) states:

Quote

Please Note: At this time, it is not possible to set a different default Pay Method on a per service basis, although this functionality is planned to be delivered in a future update.

1. The first question I have is about the meaning of "per service": I have clients with multiple services within their account and maybe they want a Direct Debit setup on some of them but pay by Credit Card for others. Is this possible?

2. If that is possible, the next question is about onboarding clients: Their current default payment method would be credit card but how would they migrate to Direct Debit?

I guess that the next invoice generated would default to their existing payment method or could they change this when GoCardless was enabled? Or would I have to "invite them" using the GoCardless dashboard or just change their default payment method before then next invoice is generated.

The documentation is fairly basic and covers enabling the module with no real reference to anything else (https://docs.whmcs.com/GoCardless)

3. The last question (for today at least) is around only showing this as a payment method for recurring invoices generated AFTER the initial order has been taken and provisioned? i.e. I cannot see any of my clients placing an order for hosting and then waiting for around a week for it to be provisioned..... however, once they are up and running a Direct Debit may be ideal for them.

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7 hours ago, Vox said:

1. The first question I have is about the meaning of "per service": I have clients with multiple services within their account and maybe they want a Direct Debit setup on some of them but pay by Credit Card for others. Is this possible?

Per service, means per product e.g Hosting Account 1, Hosting Account 2 ect. On the product you can set a Payment Method, however it is still not possible to set a default pay method on a per service method please refer to https://docs.whmcs.com/Pay_Methods for more infromation.

 
 
 
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7 hours ago, Vox said:

 2. If that is possible, the next question is about onboarding clients: Their current default payment method would be credit card but how would they migrate to Direct Debit?

 I guess that the next invoice generated would default to their existing payment method or could they change this when GoCardless was enabled? Or would I have to "invite them" using the GoCardless dashboard or just change their default payment method before then next invoice is generated.

The documentation is fairly basic and covers enabling the module with no real reference to anything else (https://docs.whmcs.com/GoCardless)

If you would like them to use GoCardless, you'd need to have them set up the mandate on the next available invoice, to do this they would navigate to the invoice, then change the payments method to GoCardless and follow the steps to setup the mandate.

7 hours ago, Vox said:

 3. The last question (for today at least) is around only showing this as a payment method for recurring invoices generated AFTER the initial order has been taken and provisioned? i.e. I cannot see any of my clients placing an order for hosting and then waiting for around a week for it to be provisioned..... however, once they are up and running a Direct Debit may be ideal for them.

Out of the box, there isn't a way to stop this you may be able to acheive this with a hook but this would require a customization

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Hi @Vox,

Further to Chris' suggestions:

1. Yes this is possible

A client can indeed only have one default payment method. But WHMCS can differentiate between a credit card and direct debit Pay Method, so will pick the appropriate one based upon the invoice's Payment Gateway.

 

3. Depending upon your product configuration Automation Settings, a service may not be automatically provisioned until the payment has cleared. In which case you could accept the order manually to provision it before payment has been received.

You could perhaps make a customisation to the checkout.tpl template to hide the GoCardless option from the Checkout page, so that a client would pay via an instant method upon signup, then follow the steps in #2 for renewals.

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Hi @WHMCS ChrisD and @WHMCS John,

Thanks for that.

So it would seem the only thing I have to manage is how I would "hide" the Direct Debit option if required.

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Hi @WHMCS ChrisD,

14 hours ago, WHMCS ChrisD said:

If you would like them to use GoCardless, you'd need to have them set up the mandate on the next available invoice, to do this they would navigate to the invoice, then change the payments method to GoCardless and follow the steps to setup the mandate.

I've now enabled GoCardless.

Any existing invoices for customers still only show the existing credit card payment button and their payment method is still showing on the invoice is credit card (with no option to change this).

There is no way I can see to change this logging in as a customer and having just generated an invoice the GoCardless option is not there. Just the clients default payment method - Credit Card.

Is there something else I need to enable?

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Hi @WHMCS ChrisD,

Found it.....

Settings > Invoices > Clients Choose GatewayTick to allow clients to choose the gateway they pay with

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Hi @WHMCS John,

On 3/19/2020 at 9:03 AM, WHMCS John said:

You could perhaps make a customisation to the checkout.tpl template to hide the GoCardless option from the Checkout page, so that a client would pay via an instant method upon signup, then follow the steps in #2 for renewals.

I would have thought that by "unticking" the box in Setup > Payment > Payment Gateways > Manage Existing Gateways > GoCardless > "Show on Order Form" would have had this exact effect.

However, "unticking" the box removes the gateway from both the order form and then also as a payment method on any invoices. Or am I mistaken? As I couldn't get it to work.

I really do not like modifying standard templates so have resorted to using a hook.

Now I am no coder (despite using WHMCS for over 10 years now......😣) so have modified the code provided by @bendrop and @brian! in this thread:

So here it is for anyone else. It seems to work for me but clearly I am not an expert so please test..........

<?php

function cart_remove_gocardless_gateway($vars)
{
    if ($vars['templatefile']=='viewcart'){

        // List of gateways to remove
        $disallowed = array('gocardless');

        $gateways = $vars['gateways'];
        
        foreach ($gateways as $k => $item) {
            if (in_array($item['sysname'],$disallowed)) {
                unset($gateways[$k]);
            }
        } 
        return array("gateways" => $gateways);
    }
}
add_hook("ClientAreaPageCart", 1, "cart_remove_gocardless_gateway");

 

 

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3 minutes ago, Vox said:

However, "unticking" the box removes the gateway from both the order form and then also as a payment method on any invoices. Or am I mistaken? As I couldn't get it to work.

it would remove them from both... the docs imply that it's just the order form, but i'm pretty sure it's always been both.

12 minutes ago, Vox said:

So here it is for anyone else. It seems to work for me but clearly I am not an expert so please test..........

it looks fine to me, but i'm probably biased. 🙂

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Hi @WHMCS John,

As I said previously there is no real documentation or explanation for this module other than enable it so I've got a question about the workflow.

When I check the invoice in WHMCS that has been setup to pay by GoCardless I can see that a payment is pending and should have "cleared" by 6th April.

However, the GoCardless dashboard does not reflect any activity for the charge date of 6th April.

Is this normal process workflow and if so what do the different meanings in WHMCS and GoCardless mean? 

Please see the attached screenshots.

whmcs-invoice-payment-pending.thumb.jpg.86f17deb894d2bcdc4de8cda7165b6dc.jpggocardless-progress.jpg.d58ece3542d2d844811ae4e973bb534f.jpg

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Hi @WHMCS John,

Further to my response above I have had some confirmation from GoCardless about the charge date and when the payment should clear:

Quote

"It's always one business day after the customer's charge date, at around noon, when our system shows you what exactly happened to a payment."

Therefore with a charge date of 6th April we can expect to see the payment clear on 7th April. And as if by magic that happened shortly after I posted my previous response this morning.

1559666787_GoCardlessprocessing.jpg.da00bf4d7ccf3b96ae51c43c4465b228.jpg

It would be really useful to change to the wording/statement in WHMCS on the invoice regarding processing and clearing........ 

Further to this though I have another issue now. I actually had 2 invoices that were generated on 29th March which customers elected to pay by GoCardless and both had shown the message on them posted in the previous response i.e. "A payment is being processed that will clear on 06/04/20"

Now both invoices have been marked as paid and they both received the exact same messages in the Gateway Transaction Log (apart from ID and payment - clearly). Both received a "Payment Confirmed" message and a "Payments Confirmed" message.

However, both invoices now have a different status message as follows. Any ideas as to why one is still showing as "Payment Pending"?

1314316119_Invoice1.thumb.jpg.3ed9176b9314cafe1e3d670b89877b25.jpg473024859_Invoice2.thumb.jpg.4d2ec93b11d5cf4a44086976988aa056.jpg

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Hi @WHMCS John,

Just to update you on this process........ the "Payment Pending" message on the invoice above has now disappeared.

No transactions are visible in either the Gateway Log or Activity log. Is this a "timing" issue triggered by the automation cron?

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@Vox Did the payment show as complete in GoCardless?  Just confirming if we get information about this back into the Gateway Log when GoCardless process the payment

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Hi @WHMCS ChrisD,

Yes.

Just to confirm the details in my post on 7th April..... both payments shown as confirmed in the GoCardless dashboard, both payments had identical transactions in the gateway log, both invoices marked as "paid", but one still had a GoCardless status of "Payment Pending" which eventually updated.

As you can see from the screenshots, the payment notifications were a minute apart, 11:12 and 11:13.

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