GoCardless - Revision history

JuanR: /* Importing Existing Mandates */

2024-04-14T12:18:33Z

‎Importing Existing Mandates

JuanR: /* Reinstating Mandates */

2024-04-14T12:17:52Z

‎Reinstating Mandates

John at 17:41, 8 January 2024

2024-01-08T17:41:05Z

JuanR: /* Payment Workflow */

2023-12-19T12:52:49Z

‎Payment Workflow

PeterM at 10:53, 20 November 2023

2023-11-20T10:53:16Z

JoshQ: Fix typos

2023-11-16T15:26:30Z

Fix typos

PeterM: /* Troubleshooting */

2023-02-09T13:11:07Z

‎Troubleshooting

SarahK: /* Adding the GoCardless Payment Gateway */

2022-09-28T19:12:43Z

‎Adding the GoCardless Payment Gateway

JuanR: /* Mandates */

2022-09-28T14:26:25Z

‎Mandates

SarahK: /* Adding the GoCardless Payment Gateway */

2022-09-07T20:21:12Z

‎Adding the GoCardless Payment Gateway

@@ Line 114: / Line 114: @@
 To do this:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup >  Payments > Payment Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
-# Click the '''Manage Existing Gateways''' tab.
+#* For WHMCS 8.6 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]'''.
 # Click '''Import Existing Mandates'''.
 # Follow the instructions in the modal that appears to import a active mandate to a specific client.

@@ Line 97: / Line 97: @@
 To do this:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup >  Payments > Payment Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
-# Click the '''Manage Existing Gateways''' tab.
+#* For WHMCS 8.6 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]'''.
 # Click '''Manage Cancelled Mandates'''.
 # Follow the instructions in the modal that appears to reinstate a cancelled mandate.

@@ Line 9: / Line 9: @@
 <div class="docs-alert-info">
 <span class="title">Important</span><br />
-Due to GoCardless API restrictions, you must have a GoCardless Pro or GoCardless Enterprise account to use this module.
+Due to GoCardless API restrictions, you must contact GoCardless support to enable the feature.
 </div>
 {{gateways
@@ Line 145: / Line 145: @@
 ===Remote Storage "create" action did NOT provide token===
-This error indicates the GoCardless account does not have access to the required API endpoint. Due to GoCardless API restrictions, you must have a GoCardless Pro or GoCardless Enterprise account to use this module. For more information, see the [https://developer.gocardless.com/api-reference/#mandates-create-a-mandate GoCardless API documentation].
+This error indicates that the GoCardless account does not have access to the required API endpoint. Due to GoCardless API restrictions, you must contact GoCardless support to enable the feature for your account.
 {{modules}}

@@ Line 65: / Line 65: @@
 When the renewal invoice is generated for a recurring service, a capture attempt will be made against the mandate in accordance with '''Process Days Before Due''' in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''. As it can take a few days for the payment to complete, we recommend a setting of '''3'''. This way, 3 days before the invoice '''Due Date''', the payment process will be initiated by the cron and the invoice status updated from '''Unpaid''' to '''Payment Pending'''. Payment should then complete on the invoice '''Due Date''' and the invoice will be marked '''Paid''' once the payment has cleared.
-Once a mandate has been created, WHMCS can use it for processing renewal payments for any other services associated with the client as long as they are set to the GoCardless gateway as well.
+After you create a mandate, WHMCS can process renewal payments for any other services associated with the client, as long as they also use the GoCardless gateway.
-When making a manual payment, customers are able to select to use a previously stored bank account or enter a new one.
+The system redirects clients to GoCardless to enter their bank details when setting up a mandate. Then, GoCardless returns them to WHMCS after the setup is complete. The system submits personal bank information directly to GoCardless and never stores it in your local WHMCS installation.
 ==Reversed Payments==

@@ Line 6: / Line 6: @@
 [https://gocardless.com GoCardless] is a payment gateway which allows for direct debit payments to be automated electronically.
 {{gateways
 | onetime = yes
@@ Line 140: / Line 145: @@
 To resolve this error, you will need to reconnect WHMCS to GoCardless by [[#Reconfiguring_Callbacks|reconfiguring callbacks]].
 {{modules}}

@@ Line 25: / Line 25: @@
 # Click '''Save Changes'''.
-===Change Date Prefrence===
+===Charge Date Preference===
- '''Change Date Preference''' will determine if WHMCS passes a transaction charge date to GoCardless advising when to initiate the payment.
+ '''Charge Date Preference''' will determine if WHMCS passes a transaction charge date to GoCardless advising when to initiate the payment.
 * Disabling the option will pass through either the '''Next Due Date''' from the service or the <tt>next_possible_charge_date</tt> that GoCardless sets using the <tt>charge_date</tt> function depending on which date is later.

@@ Line 135: / Line 135: @@
 == Troubleshooting ==
-''N/A''
+===Access token not active===
 {{modules}}

@@ Line 15: / Line 15: @@
 To set up the GoCardless payment gateway in WHMCS:
 # Go to the appropriate location for your version of WHMCS:
-#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
-#* For WHMCS 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 # Click '''GoCardless'''. A GoCardless login page will appear.
 # Either sign up for a new account or log in to your existing account. The system will automatically configure GoCardless for you.