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GoCardless Usage Questions


strausmann

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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.

 

 

 

 

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  • WHMCS Support Manager

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?

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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?

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