45 lines
2.1 KiB
Markdown
45 lines
2.1 KiB
Markdown
|
# Setting up GoCardless
|
||
|
|
|
||
|
|
To setup GoCardless, go to `Explore > Integrations > GoCardless Settings`
|
||
|
|
|
||
|
|
## Setup GoCardless
|
||
|
|
|
||
|
|
To enable GoCardless in your ERPNext account, you need to configure the following parameters and Access Token and optionally (but highly recommended), a Webhooks Secret key.
|
||
|
|
|
||
|
|
|
||
|
|
You can setup several GoCardless payment gateways if needed. The choice of payment gateway account will determine which GoCardless account is used for the payment.
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
On enabling service, the system will create a Payment Gateway record and an Account head in chart of account with account type as Bank.
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
It will also create a payment gateway account. You can change the default bank account if needed and create a template for the payment request.
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
After configuring the Payment Gateway Account, your system is able to accept online payments through GoCardless.
|
||
|
|
|
||
|
|
## SEPA Payments Flow
|
||
|
|
|
||
|
|
When a new payment SEPA payment in initiated, the customer is asked to enter his IBAN (or local account number) and to validate a SEPA mandate.
|
||
|
|
|
||
|
|
Upon validation of the mandate, a payment request is sent to GoCardless and processed.
|
||
|
|
|
||
|
|
If the customer has already a valid SEPA mandate, when instead of sending a payment request to the customer, the payment request is directly sent to GoCardless without the need for the customer to validate it.
|
||
|
|
The customer will only receive a confirmation email from GoCardless informing him that a payment has been processed.
|
||
|
|
|
||
|
|
|
||
|
|
## Mandate cancellation
|
||
|
|
|
||
|
|
You can setup a Webhook in GoCardless to automatically disabled cancelled or expired mandates in ERPNext.
|
||
|
|
|
||
|
|
The Endpoint URL of your webhook should be: https://yoursite.com/api/method/erpnext.erpnext_integrations.doctype.gocardless_settings.webhooks
|
||
|
|
|
||
|
|
In this case do not forget to configure your Webhooks Secret Key in your GoCardless account settings in ERPNext.
|
||
|
|
|
||
|
|
|
||
|
|
## Supported transaction currencies
|
||
|
|
"EUR", "DKK", "GBP", "SEK"
|