New Wiki PageSetting up GoCardless

Setting up GoCardless

To setup GoCardless, go to Explore > Integrations > GoCardless Settings

Setup GoCardless

Activate GoCardless You must set up the following parameters, an Access Token, and, if desired, a Webhooks Secret key in order to activate GoCardless in your ERPNext account.

If necessary, you can set up multiple GoCardless payment gateways. The GoCardless account utilized for the payment will depend on the payment gateway account used.

When a service is enabled, the system creates a Payment Gateway record and an Account head with a Bank account type in the chart of accounts.

Moreover, a payment gateway account will be created. You can make a template for the payment request and alter the default bank account if necessary.

Your system can now take online payments with GoCardless after configuring the Payment Gateway Account.

SEPA Payments Flow The customer must input his IBAN (or local account number) and confirm a SEPA mandate each time a new SEPA payment is initiated.

A payment request is processed after the mandate has been verified and sent to GoCardless.

When a customer already has a valid SEPA mandate, the payment request is transmitted immediately to GoCardless without the requirement for the customer to approve it, rather than sending it to the customer first. Only a confirmation email from GoCardless informing the client that a payment has been received will be sent.

Mandate cancellation

ERPNext mandates that have been canceled or have expired can be automatically disabled by setting up a webhook in GoCardless.

Your webhook's endpoint URL needs to be as follows:

https://yoursite.com/api/method/erpnext.erpnext integrations.doctype.gocardless settings.webhooks

In this scenario, remember to set up your Webhooks Private Key in your ERPNext GoCardless account settings.

Supported transaction currencies