GoCardless Integration
Direct Debit collection through your own GoCardless account, scheduled from each invoice's due date.
Direct Debit for Recurring Telecoms Charges
Direct Debit suits regular invoices for rentals and usage, because the customer authorises collection once and each invoice is then collected on its due date. With GoCardless connected, SAFE handles:
- ✓Payments created and submitted ahead of each due date
- ✓Mandate set-up by the customer through your portal
- ✓Payment status recorded against each invoice
- ✓Collection dates you can predict from invoice due dates
- ✓Failed payments flagged for follow-up
Customer Experience
Online Mandate Set-Up
Customers authorise a Direct Debit online, so no paper mandate needs handling.
Advance Notice
Customers receive advance notice of each collection, as the Direct Debit scheme requires.
Direct Debit Guarantee
Every collection is covered by the Direct Debit Guarantee, which entitles the customer to an immediate refund of a payment taken in error.
How the Integration Works
- 01
Connect Your Account
Authorise SAFE to use your own GoCardless account, and set the working-day timings for creating and submitting payments.
- 02
Customer Authorisation
Customers set up a Direct Debit mandate online through your branded portal, and the mandate is held by GoCardless.
- 03
Automatic Collection
SAFE creates each payment a set number of working days before the invoice is due and submits it to GoCardless, or you collect through a payment run.
- 04
Reconciliation
Each payment is recorded against its invoice in SAFE, and failures are flagged on the account.
Key Integration Features
Mandates Held by GoCardless
GoCardless creates and stores mandates under the scheme rules. Where a customer's bank replaces a mandate, collection continues against the replacement.
Working-Day Scheduling
Payments are created and submitted a set number of working days before the due date, so weekends and bank holidays do not shorten the notice period.
Payment Status
Status updates from GoCardless are recorded against each payment, so failures appear on the customer's account.
Retry Management
Retry failed payments manually or automatically, configured in SAFE CRM Credit Control (early access). Providers may charge for retries, so the choice is yours.
Before You Start
You sign up with GoCardless directly and pay its usage-based fees. A free sandbox mode is available for testing.
Direct Debit collection is included from the Standard package upwards.
Agree the working-day timings for creating and submitting payments, as scheduled collection does not run until they are set.
Review Direct Debit Collection
We can follow a customer from mandate set-up through collection, payment matching and a failed payment.