This article will run through how to setup a GoCardless account with ease.
What Do I Do?
To accept Direct Debit payments online through LoveAdmin, you will need a GoCardless merchant account.
Note: If you are outside the UK, please click here to check that you are in an eligible country. If you need to take payment in multiple currencies, you will need to activate SEPA with GoCardless. Please click here and follow their instructions for activating this.
Step 1: When in the LoveAdmin software, go to ‘Settings’ > ‘Account’. Next, check the box to receive payments by Direct Debit (UK customers only).
Step 2: Next, click on the purple button ‘Create/Connect a GoCardless Account’ and you will be moved through to the GoCardless site. Here, you will be asked to enter basic details to create your account.
Step 3: Congratulations! You have now linked your GoCardless Account to LoveAdmin and you will be redirected back to your account.
Step 4: Shortly, you will receive an email from GoCardless asking you to verify your account. Once you have clicked on the verification link you will be transferred to the GoCardless login page. Here, you can continue to create your account. Bear in mind that any money you collect will remain in the GoCardless system until your account is verified.
Step 5: On the first screen you will need to select the ‘Standard package’.
Any online payment made will generate a notification from GoCardless to the payee. If you would like to turn these off, you will need a ‘Pro Package’. One of the features of this package is that you will be responsible for updating customers, and all notifications from GoCardless will be switched off. If you decide to upgrade to a ‘Pro Package’, you will also need to inform us, so that we are able to ensure your account works correctly.
Step 6: The next step is to input details about your organisation, so have these details handy.
Step 7: The final part of the process is to make a small deposit to GoCardless so that they can verify your account.
Once you have completed the above steps, you will have successfully created, verified and linked your GoCardless account to LoveAdmin.
If you have any problems during this process you can reach GoCardless on 0208 3389 538 or email@example.com.