DojoExpert can be integrated with your GoCardless account. GoCardless is a UK direct debit company that can take payments directly from your members' bank accounts. It currently operates in the UK and most European countries. GoCardless supports EUR, GBP and SEK currencies. To find out more about GoCardless, their pricing and terms of use, visit their website.
What DojoExpert's integration with GoCardless can do:
- Create GoCardless customers and mandates from DojoExpert
- Connect your members in DojoExpert with customers in GoCardless (import mandates from your GC account)
- Create direct debit subscriptions from DojoExpert
- Pay any invoice with GoCardless direct debit
- Create invoices in DojoExpert and record payments made through GoCardless
- Handle payment failures and mandate cancellations
GoCardless integration is available with the ULTIMATE plan only. DojoExpert does not charge a commission for the integration. You pay only the GoCardless fees for your selected plan.
Here's a short tutorial on how to connect to GoCardless and work in DojoExpert:
1. Log in to your GoCardless account
2. In DojoExpert, go to "Settings", open the "GoCardless" tab, and click "Connect":
You will be redirected to GoCardless to confirm the connection:
Follow the on-screen instructions, then return to DojoExpert Settings. The integrations table will show the status as "connected":
If you already have customers and mandates in GoCardless, click "import mandates" to import them into DojoExpert. If you are new to GoCardless, skip step #3 and continue to step #4.
Import mandates into DojoExpert
On the import page, click "show mandates from GC" to load GoCardless mandates that are not yet in DojoExpert. In the "bind to" column, select the DojoExpert member associated with each mandate. Then click "bind mandates" to link them.
Create a mandate from DojoExpert
You need a mandate linked to a member in DojoExpert before you can collect payments through GoCardless. A mandate authorizes payments from the member's bank account. If you imported mandates in step #3, those members already have mandates. For new members, click "crate mandate" in their DojoExpert profile:
Below the button is a unique mandate creation link for the member. If you do not know their bank account details, email them this link so they can enter the information themselves. Send the link only to the member it belongs to. Opening the link or clicking "create mandate" displays this screen:
Enter the email address and bank account number, usually an IBAN, then click "set up direct debit". This creates a mandate in GoCardless and links it to the member in DojoExpert. Click the refresh icon to view the mandate ID and subscription options. Click "create subscription" to add a subscription:
You can create multiple subscriptions with different intervals, such as monthly, annually, or weekly. The first payment cannot always be collected immediately; the earliest date depends on the mandate and bank requirements. DojoExpert displays the first available payment date. Subscriptions appear in the GC section of the member's profile:
View current subscriptions and their next payment dates, cancel subscriptions, or create new ones.
Monitor invoices
DojoExpert automatically creates an invoice when GoCardless collects a payment from a member's bank account. It also records the payment and closes the invoice. The invoice includes a "created by GoCardless" note:
A new invoice filter is also available:
Use this filter to list invoices created by GoCardless. "GC paid" shows invoices created by GC. "GC failed" shows invoices for failed direct debits with an outstanding balance. "GC paid out" shows paid invoices for which the money is in your GC account.
Pay any invoice with GC
Once a member has a mandate, you can collect payment for any invoice through GoCardless. Open the invoice, click "pay", then "pay with GC":
This sends a payment request to GoCardless. If successful, the payment is recorded and the invoice is closed.
Handling failures
After you submit a payment request, GoCardless may take 3–4 days to collect the money from the member's bank account. DojoExpert marks the invoice as paid when you submit the request. If the payment fails, DojoExpert reverses the recorded payment a few days later and marks the invoice as outstanding.