GoCardless Integration for Accountants

Systemise your payment collection process with GoProposal’s GoCardless integration. Start by turning on your GoCardless integration within GoProposal, then configure how you would like to collect your payment details. This can be done before or after your client accepts.

Configure your proposal templates to send direct debit mandates only to the right clients. Avoid duplicate requests for existing clients by linking the correct templates to GoCardless.

Never miss a payment with the GoCardless integration. Once a proposal has been approved, your clients will easily be able to provide their direct debit mandate information which is then sent direct to GoCardless.

P.S. GoProposal takes no cut, meaning you get more of your money, faster.

Getting started with GoProposal and GoCardless is simple and connecting the two platforms is fast because of our innate integration

Connect

Head to Settings > Integrations > GoCardless and turn on the GoCardless Toggle.

Login to GoCardless

After turning on the GoCardless integration, you’ll be re-directed to the GoCardless login page. Sign in and select ‘Connect Account’.

Complete the integration

Complete your GoCardless integration by selecting which proposal templates you’d like to apply the Direct Debit Mandate to. Choose whether you'd like to capture client payment details during or after acceptance.

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FAQs

Can I customise when and how clients provide payment details? Close: Yes, with GoProposal, you have full control over how and when your clients provide payment details. Once a proposal is accepted, you can choose to collect Direct Debit mandates immediately or at a later stage, depending on your workflow. Our integration with GoCardless allows you to automate this process, ensuring payment details are collected securely and efficiently without adding extra admin to your plate.
Is GoCardless safe for handling client payments? Close: At GoProposal, we understand the importance of secure and reliable payment collection. That’s why we integrate with GoCardless, a platform that follows strict security standards and is regulated by the Financial Conduct Authority (FCA) in the UK. By using this integration, you can offer your clients a trusted way to set up Direct Debits, all while keeping their payment details protected.
How do I get support for setting up the GoCardless integration in GoProposal? Close: If you need help enabling or configuring the GoCardless integration within GoProposal, our support team is here to assist you. We can guide you through the setup process, show you how to customise payment collection settings, and ensure everything works seamlessly within your proposals. If you run into any issues or need further adjustments, just reach out, and we’ll help you get everything running smoothly.

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