Gocardless is a Splynx add-on used to synchronize customers, invoices and payments with Gocardless payment software - https://gocardless.com/.
Customers using Gogardless.com can pay for invoices through banks or you can charge your customers bank accounts by debit orders.
The add-on can be installed installed in two methods, via the CLI or Web UI of your Splynx server
To install the Gocardless add-on via CLI, the following commands can be used:
apt-get update apt-get install splynx-gocardless-rb
To install it via the Web UI:
Config → Integrattions → Add-ons:
Locate or search for the "splynx-gocardless-rb" addon and click on the install icon in the Actions column, you will be presented with a window to confirm or cancel the installation
Once the installation process has completed, we can proceed to configuration the add-on under Config / Integrations / GoCardless:
Please enter your Splynx URL in the field provided and click on the 'Link Splynx with GoCardless' button. You will be redirected to the GoCardless registration page:
Enter your registration data in the registration form and click on the 'Connect' button.
If everything is correct, you will be redirected to finish-page:
Thereafter, customers will have to enter their registration details in the provided fields of the new Tab: "Gocardless" → Main menu "Finance", as depicted below:
Once these settings have been configured, customers will see a new pay window on their customer portal Dashboard, and a new icon in the Invoices section:
Customers can click on the new icon to make a payment:
After a period of time, which can be view on the following page: https://gocardless.com/direct-debit/timings/, we can see the payment in the customer and admin-portal, as depicted below:
Customers can also refill their balances using the following link - “http://yoursplynxurl/gocardless-rb”:
Additionally, you can charge all customers, using one button! Navigate to Finance → Invoices, set the period and click on the "Charge" button as depicted below:
You can also sync all customers from Splynx to GoCardless, simply follow the steps below:
Navigate to Config / Integrations / GoCardless :
Select the Payment method and Partner, then click on the export button:
You will receive your customers list as a csv-file. Thereafter, you can open your GoCardless dashboard on https://gocardless.com/ and upload the csv-file, as depicted below:
All customers on the list will receive emails to authorise the action: