GoCardless Settings
Overview
GoCardless Settings — Business Overview
GoCardless Settings is a configuration document in Dafater that allows a business to connect and manage its GoCardless direct debit payment service. It acts as the control center where the organization defines how customer payments collected via GoCardless will be handled within daily financial operations.
What GoCardless Settings Is Used For
GoCardless Settings is used to:
- Enable direct debit payments through GoCardless
- Define how customer payments are received, tracked, and reconciled
- Ensure consistent and reliable collection of recurring or one-time payments
- Support automated payment handling for invoices and subscriptions
In simple terms, it ensures that money collected from customers via GoCardless flows smoothly into the business’s financial records.
Prerequisites and Setup Requirements
Before using GoCardless Settings, the business should have:
- An active GoCardless account approved for collecting payments
- Clear internal policies for handling direct debit payments and refunds
- Defined financial processes for recording customer payments
- Authorization from finance or management to connect a payment provider
Without these in place, payment collection may be incomplete or misaligned with accounting practices.
Typical Workflow and Business Process Fit
Initial Setup
A finance or operations user completes the GoCardless Settings once, defining how the payment service will be used.Activation
Once saved and enabled, the business can start offering GoCardless as a payment option to customers.Payment Collection
Customers authorize direct debits, and payments are collected automatically based on invoices or schedules.Tracking and Reconciliation
Payments received through GoCardless are reflected in Dafater, supporting accurate financial tracking.Ongoing Management
The settings are reviewed occasionally to ensure they remain aligned with business needs and compliance rules.
Key Business Scenarios Where GoCardless Settings Is Essential
- Subscription-based services collecting recurring monthly or annual payments
- Loan or installment repayments collected automatically from customer bank accounts
- Membership fees for clubs, associations, or professional bodies
- Businesses aiming to reduce late payments by using automated direct debit
- High-volume billing operations where manual payment tracking is inefficient
Important Considerations for Users
- Only authorized users should update GoCardless Settings, as changes can affect all customer payments
- Ensure customer consent and mandate requirements are followed before collecting payments
- Regularly review payment performance and failed collections
- Align refund and dispute handling with internal finance policies
- Keep settings consistent with current business and regulatory requirements
In summary, GoCardless Settings plays a critical role in enabling automated, reliable, and scalable payment collection within Dafater, helping businesses improve cash flow and reduce manual payment effort.
Basic Information
- Module: Payment Gateways
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| gateway_name | Payment Gateway Name | Data | ✓ | - | Display name for GoCardless payment gateway in Dafater |
| access_token | Access Token | Data | ✓ | - | Secure token enabling Dafater to authenticate with GoCardless |
| webhooks_secret | Webhooks Secret | Data | - | Secret key to verify GoCardless webhook events in Dafater | |
| use_sandbox | Use Sandbox | Check | - | Enable sandbox mode for testing GoCardless transactions in Dafater | |
| header_img | Header Image | Attach Image | - | Header image shown on GoCardless payment pages from Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |