Revision as of 09:36, 24 July 2019

Supported Features

GoCardless is a payment gateway which allows for direct debit payments to be automated electronically.

Setup

To activate the GoCardless module in WHMCS, navigate to Setup > Payments > Payment Gateways and choose GoCardless from the All Payment Gateways tab.

Upon clicking, you will be redirected to link you account to WHMCS GoCardless App. On the page displayed, it is possible to sign-up for a new account or sign-in to an existing account. Once signed up, you will be redirected back to your WHMCS installation where you can customise the display name of the module.

No Configuration Required

There is no configuration required for the GoCardless Payment Module. All the fields will be filled automatically when redirected back to the WHMCS installation.

Supported Currencies

GoCardless only support the following currencies: 'AUD', 'CAD', 'DKK', 'EUR', 'GBP', 'NZD', and 'SEK'. Any clients not using one of these currencies will be unable to make a payment using GoCardless and will receive an appropriate message.

Convert to for Processing

We advise against using a convert to currency for GoCardless. The currency and address of the client determine which bank payment scheme the client will need to use. For example, a UK address would be required for a payment in GBP using the BACS payment scheme.

SSL Requirement

GoCardless requires an HTTPS secured connection for the WHMCS installation that customers will be returned to following setup of a mandate. If the domain your WHMCS installation is installed on does not have a valid SSL Certificate, the payment return will not work.

If you need to purchase an SSL Certificate, you can do so at www.whmcs.com/ssl-certificates

Reversed Payments

The Direct Debit Guarantee scheme allows the payee to file a claim for any payment taken in error. WHMCS will monitor for charged_back events from GoCardless and will automatically process these as appropriate.

To learn more, visit Payment Reversals

Reinstate Mandate

Reinstating Mandates requires specific permission from GoCardless When a mandate has been accidentally cancelled, WHMCS can initiate steps to reinstate the mandate without having the client set it up again. Navigate to Setup > Payments > Payment Gateways and click the Manage Existing Gateways tab. Click on the Manage Cancelled Mandates button and follow the instructions in the modal that appears to reinstate a cancelled mandate.

Import Existing Mandates

For mandates that have been setup outside of WHMCS, they can be imported and associated with a client. Navigate to Setup > Payments > Payment Gateways and click the Manage Existing Gateways tab. Click on the Import Existing Mandates button and follow the instructions in the modal that appears to import a active mandate to a specific client.