sol2010 Posted September 9, 2022 Share Posted September 9, 2022 12 hours ago, WHMCS John said: Hi @sol2010, Clients will also see the Direct Debit option for selection on the checkout stage of the shopping cart. An amount is required by GoCardless in order to create the Direct Debit mandate: https://developer.gocardless.com/api-reference/#billing-requests-create-a-billing-request This means it isn't possible for clients to create a mandate without a charge in advance via the Pay Methods page. Thanks @WHMCS John, but that is not what I meant. I am referring to existing clients who wish to change to Direct Debit. The logical place to put a notice or "sign up" box for Direct Debit is on the "Payment Methods" page. When a customer wants to change a payment method, that is where they will go. There should be an option in there (even if it's greyed out until set up) to make it clear what's on offer! I guess I can add a message or whatever via a hook, but to me the logic is flawed at the moment. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted September 12, 2022 WHMCS Support Manager Share Posted September 12, 2022 hi @sol2010, If a client wishes to change the Payment Method for their services and unpaid invoices, that is done via their Account Details page in the client area. It's necessary to perform a charge when creating the Direct Debit mandate with GoCardless. How much should customers be charged when creating a new mandate via the Payment Methods page? 0 Quote Link to comment Share on other sites More sharing options...
sol2010 Posted September 12, 2022 Share Posted September 12, 2022 7 hours ago, WHMCS John said: hi @sol2010, If a client wishes to change the Payment Method for their services and unpaid invoices, that is done via their Account Details page in the client area. It's necessary to perform a charge when creating the Direct Debit mandate with GoCardless. How much should customers be charged when creating a new mandate via the Payment Methods page? When we set up ago cardless account,they charge 0.01p to check it's correct. I'd say if there is no minimum, then charge 0.01 via the Payment Methods page. If there is a minimum, charge that? 0 Quote Link to comment Share on other sites More sharing options...
sol2010 Posted May 30 Share Posted May 30 OK so I found a way around this - please clarify if this is the optimal method? 1) just give the customer our unique Go Cardless sign up link and when they have signed up, I receive a notification from Go Cardless. 2) I then go into the client's account and change their default payment method to GC. 3) I am not sure if that is enough for it to then find the mandate etc, but as an extra step, I then go into the general settings > payment methods > go cardless > and "import existing mandates". Is the second step necessary? 4) Then wait for the client's next invoice to be generated and that should now be paid via GC. 0 Quote Link to comment Share on other sites More sharing options...
sol2010 Posted June 26 Share Posted June 26 No reply to the above. As I said before, the process is not very clear. In addition, quite often we will send a manually raised invoice and select Direct Debit Go Cardless as the payment method, but sometimes this will not show up in Go Cardless dashboard. Is it normal in this case to have to "Attempt Capture" manually in order to start the process? 0 Quote Link to comment Share on other sites More sharing options...
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