How Do I Setup a GoCardless Account and Link It To My LoveAdmin Account?
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.
Step 1: 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’.
Please note – the 1% fee charged by GoCardless is included in our 2.95% charge quoted.
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 firstname.lastname@example.org.
How Do I Link my PayPal Account to My LoveAdmin Account?
If you wish to take payments from your members using PayPal, you will need to link your account - to find out how to do this, follow the steps below:
Please note, you will need a PayPal business account to enable PayPal payments.
Linking your PayPal Account
Step 1: On this page you will see a section titled ‘Financials’. Under the title of this section you will see ‘Receive payment by:’ To take payment via PayPal you need to tick the box next to ‘Debit / Credit Card Payments’.
Step 2: Once ticked, a field will appear below the tick box. Enter your PayPal email address here.
Please note, if you are changing your PayPal email address after already entering one into the system, the system will send an email to the old email address asking you to confirm the change. If you do not have access to your old email account, please contact the support team directly and they can resolve this for you.
Once you follow these instructions you will have successfully linked your PayPal account and will be able to receive payments via PayPal.
How to Cancel a GoCardless Payment?
You have up to 4:00 pm the working day after a payment has been initiated to cancel a Direct Debit payment from within your GoCardless account.
This help article outlines the steps to check when the payment was initiated and what to do to cancel the payment in your GoCardless account.
Step 1: Go to the contact’s record and scroll down to the ‘Payment History’ section.
Step 2: Click on ‘Details’ alongside the pending payment you wish to check.
Step 3: The window that opens will show the details of the transaction, including the transaction date (date of initiation) and the Transaction ID.
Copy the ‘Transaction ID’.
Step 4: Log in to your GoCardless account and paste the transaction ID into the search bar.
Step 5: Once you have found the payment in your GoCardless account, click on it to open its overview page. If the payment is in the above time frame, you will find the cancel button at the top of the page. Clicking ‘Cancel’ will bring up a confirmation page to confirm you wish to cancel the payment.
Step 6: Once you have cancelled the payment in your GoCardless account, the payment status in LoveAdmin will update and show as ‘Cancelled/Failed/Chargeback’ in your financial reports and will revert to ‘Outstanding’. This usually takes a few minutes to update.
Once the status has updated, you will be able to either delete the outstanding payment request or edit the amount outstanding.
If a contact has pre-authorised payments active on their account, you will need to ‘Purge’ the payment to push the request through again. If they do not have an active pre-authorisation, the contact will need to log in to their online account to make the payment again.
How Do I Create a PayPal Account?
To enable your organisation to accept Card payments online through PaySubsOnline.com, you will need a business PayPal account.
Setting up a PayPal account is quick, free and easy and step by step instructions are detailed below.
Step 1: Go to www.paypal.com and click on 'Sign up'.
Step 2: Select 'Business Account' and continue.
Step 3: Enter your email address and continue.
Step 4: Create a password and fill in your details. Then, 'Agree and Continue'.
Step 5: Select your business type, fill in the following information and continue.
Step 6: Enter the 'Account Holder' information and continue.
Step 7: You will be taken to 'Payment set-up' - ignore this and click on the tab called 'Account set-up'.
Step 8: Work your way through the set-up list. Starting with email confirmation. So, clck 'First, let's confirm your email address'.
Step 9: Open the pop-up.
Step 10: Go to your email account and select the email from PayPal. From here, click 'Confirm your email'.
Step 11: You will be taken to a page that will ask you to enter the password you created earlier. Once entered, click 'Confirm Email Address'.
Step 12: You will be taken back to the 'Payment set-up' page. Once again, click the tab on the right saying 'Account set-up'. Now, select 'Add your bank account'.
Step 13: Here, you will need to enter your clubs bank details and then 'Agree and Add'.
Step 14: Read and agree to the Direct Debit Instruction and click 'Submit Direct Debit Instruction'.
Step 15: Once submitted, you will be taken to your PayPal account page. From here, you can click the cog in the right-hand corner and select 'Lift your account limits'.
Step 16: You will be taken to this page. Select all the limits to agree to and click 'Lift Limits'.
Step 17: You will then be taken back to your Account overview.
Step 18: Log into your account at www.loveadmin.com. Once logged in, go to 'Settings' > 'Account'. Tick the box for 'Debit / Credit Card Payments' and enter the email address you registered for PayPal with. Then, click 'Save'.
Step 19: You've done it! Your LoveAdmin account and PayPal are now connected.
Once you have set up your PayPal account you will also need to permission the system to allow refunds.
Click here to download our step by step guide.